Concurrent Investment Advisors’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
Q2 | $317K | Sell |
6,257
-2,989
| -32% | -$151K | 0.01% | 1037 |
|
|
2025
Q1 | $465K | Sell |
9,246
-222
| -2% | -$11.2K | 0.01% | 764 |
|
|
2024
Q4 | $471K | Buy |
9,468
+187
| +2% | +$9.3K | 0.01% | 676 |
|
|
2024
Q3 | $468K | Buy |
9,281
+378
| +4% | +$19.1K | 0.01% | 635 |
|
|
2024
Q2 | $438K | Buy |
8,903
+642
| +8% | +$31.6K | 0.01% | 626 |
|
|
2024
Q1 | $407K | Sell |
8,261
-314
| -4% | -$15.5K | 0.02% | 599 |
|
|
2023
Q4 | $422K | Buy |
+8,575
| New | +$422K | 0.02% | 534 |
|