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