Curi RMB Capital’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 | $1.63M | Sell |
32,194
-5,586
| -15% | -$283K | 0.03% | 350 |
|
2025
Q1 | $1.9M | Sell |
37,780
-132
| -0.3% | -$6.64K | 0.05% | 273 |
|
2024
Q4 | $1.89M | Buy |
37,912
+1,306
| +4% | +$65K | 0.04% | 272 |
|
2024
Q3 | $1.85M | Sell |
36,606
-1,064
| -3% | -$53.7K | 0.04% | 275 |
|
2024
Q2 | $1.86M | Sell |
37,670
-3,514
| -9% | -$173K | 0.04% | 269 |
|
2024
Q1 | $2.03M | Buy |
+41,184
| New | +$2.03M | 0.05% | 269 |
|