CPIA
Cornell Pochily 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
Q1 | – | Sell |
-5,384
| Closed | -$268K | – | 173 |
|
|
2024
Q4 | $268K | Buy |
5,384
+58
| +1% | +$2.89K | 0.09% | 145 |
|
|
2024
Q3 | $269K | Sell |
5,326
-157
| -3% | -$7.92K | 0.09% | 153 |
|
|
2024
Q2 | $270K | Sell |
5,483
-845
| -13% | -$41.6K | 0.1% | 141 |
|
|
2024
Q1 | $311K | Sell |
6,328
-272
| -4% | -$13.4K | 0.12% | 135 |
|
|
2023
Q4 | $325K | Sell |
6,600
-1,124
| -15% | -$55.3K | 0.13% | 140 |
|
|
2023
Q3 | $371K | Sell |
7,724
-62
| -0.8% | -$2.98K | 0.16% | 127 |
|
|
2023
Q2 | $375K | Buy |
7,786
+40
| +0.5% | +$1.93K | 0.15% | 131 |
|
|
2023
Q1 | $376K | Buy |
7,746
+23
| +0.3% | +$1.12K | 0.16% | 129 |
|
|
2022
Q4 | $370K | Sell |
7,723
-677
| -8% | -$32.4K | 0.17% | 126 |
|
|
2022
Q3 | $398K | Buy |
8,400
+33
| +0.4% | +$1.56K | 0.17% | 120 |
|
|
2022
Q2 | $405K | Sell |
8,367
-1,773
| -17% | -$85.8K | 0.18% | 125 |
|
|
2022
Q1 | $501K | Sell |
10,140
-159
| -2% | -$7.86K | 0.2% | 112 |
|
|
2021
Q4 | $526K | Buy |
10,299
+558
| +6% | +$28.5K | 0.2% | 105 |
|
|
2021
Q3 | $503K | Buy |
9,741
+1,881
| +24% | +$97.1K | 0.22% | 103 |
|
|
2021
Q2 | $407K | Buy |
7,860
+912
| +13% | +$47.2K | 0.18% | 119 |
|
|
2021
Q1 | $360K | Buy |
6,948
+3,126
| +82% | +$162K | 0.17% | 118 |
|
|
2020
Q4 | $200K | Buy |
+3,822
| New | +$200K | 0.1% | 147 |
|