Creative Planning’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
Q1 | – | Sell |
-6,044
| Closed | -$301K | – | 3663 |
|
|
2024
Q4 | $301K | Buy |
+6,044
| New | +$301K | ﹤0.01% | 2656 |
|
|
2022
Q4 | – | Sell |
-9,959
| Closed | -$472K | – | 2466 |
|
|
2022
Q3 | $472K | Hold |
9,959
| – | – | ﹤0.01% | 1364 |
|
|
2022
Q2 | $483K | Buy |
9,959
+2,952
| +42% | +$143K | ﹤0.01% | 1333 |
|
|
2022
Q1 | $346K | Buy |
+7,007
| New | +$346K | ﹤0.01% | 1536 |
|
|
2018
Q2 | – | Sell |
-182,499
| Closed | -$9.08M | – | 1982 |
|
|
2018
Q1 | $9.08M | Buy |
+182,499
| New | +$9.08M | 0.04% | 157 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$51K | – | 3329 |
|
|
2017
Q2 | $51K | Hold |
1,000
| – | – | ﹤0.01% | 2480 |
|
|
2017
Q1 | $50K | Buy |
+1,000
| New | +$50K | ﹤0.01% | 2459 |
|