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