Cosner Financial Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Hold |
34,744
| – | – | 0.98% | 18 |
|
|
2025
Q1 | $1.75M | Buy |
34,744
+78
| +0.2% | +$3.92K | 1.07% | 15 |
|
|
2024
Q4 | $1.72M | Hold |
34,666
| – | – | 1.09% | 15 |
|
|
2024
Q3 | $1.75M | Hold |
34,666
| – | – | 1.13% | 15 |
|
|
2024
Q2 | $1.71M | Sell |
34,666
-7,875
| -19% | -$388K | 1.21% | 14 |
|
|
2024
Q1 | $2.09M | Hold |
42,541
| – | – | 1.5% | 14 |
|
|
2023
Q4 | $2.09M | Sell |
42,541
-2,035
| -5% | -$100K | 1.77% | 13 |
|
|
2023
Q3 | $2.14M | Sell |
44,576
-1
| -0% | -$48 | 1.89% | 14 |
|
|
2023
Q2 | $2.15M | Buy |
+44,577
| New | +$2.15M | 1.77% | 15 |
|