CP
Castleview Partners’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-339
| Closed | -$16.9K | – | 493 |
|
|
2024
Q4 | $16.9K | Hold |
339
| – | – | 0.01% | 498 |
|
|
2024
Q3 | $17.1K | Hold |
339
| – | – | 0.01% | 465 |
|
|
2024
Q2 | $16.7K | Hold |
339
| – | – | 0.01% | 457 |
|
|
2024
Q1 | $16.7K | Hold |
339
| – | – | 0.01% | 481 |
|
|
2023
Q4 | $16.7K | Hold |
339
| – | – | 0.01% | 455 |
|
|
2023
Q3 | $16.3K | Hold |
339
| – | – | 0.02% | 380 |
|
|
2023
Q2 | $16.3K | Hold |
339
| – | – | 0.01% | 379 |
|
|
2023
Q1 | $16.4K | Hold |
339
| – | – | 0.01% | 362 |
|
|
2022
Q4 | $16.2K | Hold |
339
| – | – | 0.02% | 314 |
|
|
2022
Q3 | $16K | Sell |
339
-56
| -14% | -$2.64K | 0.02% | 339 |
|
|
2022
Q2 | $16K | Buy |
395
+56
| +17% | +$2.27K | 0.01% | 411 |
|
|
2022
Q1 | $16K | Sell |
339
-28,912
| -99% | -$1.36M | 0.01% | 459 |
|
|
2021
Q4 | $573 | Buy |
+29,251
| New | +$573 | ﹤0.01% | 490 |
|
|
2018
Q1 | $400K | Buy |
+8,046
| New | +$400K | 0.33% | 70 |
|