Colonial Trust Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.5M | Buy |
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|
2025
Q2 | $13.7M | Buy |
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2025
Q1 | $12.9M | Buy |
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|
2024
Q4 | $11.5M | Buy |
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|
2024
Q3 | $11.2M | Buy |
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|
2024
Q2 | $9.92M | Buy |
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|
2024
Q1 | $9.47M | Buy |
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|
2023
Q4 | $8.61M | Sell |
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|
2023
Q3 | $8.46M | Buy |
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|
2023
Q2 | $6.92M | Buy |
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|
2023
Q1 | $6.44M | Buy |
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|
2022
Q4 | $6.21M | Sell |
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|
2022
Q3 | $6.53M | Buy |
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