Coppell Advisory Solutions’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-85
| Closed | -$4.23K | – | 1603 |
|
2024
Q4 | $4.23K | Hold |
85
| – | – | ﹤0.01% | 1366 |
|
2024
Q3 | $4.29K | Hold |
85
| – | – | ﹤0.01% | 1287 |
|
2024
Q2 | $4.19K | Buy |
+85
| New | +$4.19K | ﹤0.01% | 1233 |
|
2023
Q4 | $4.18K | Sell |
85
-70
| -45% | -$3.44K | ﹤0.01% | 1138 |
|
2023
Q3 | $7.42K | Buy |
+155
| New | +$7.42K | ﹤0.01% | 654 |
|
2023
Q1 | – | Sell |
-155
| Closed | -$7.42K | – | 928 |
|
2022
Q4 | $7.42K | Buy |
+155
| New | +$7.42K | ﹤0.01% | 660 |
|