DecisionPoint Financial’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.86M	Buy	96,206 +2,660	+3%	+$135K	1.05%	13
2025 Q4	$4.74M	Sell	93,546 -3,504	-4%	-$178K	1.04%	13
2025 Q3	$4.92M	Sell	97,050 -5,395	-5%	-$273K	1.15%	14
2025 Q2	$5.16M	Sell	102,445 -2,719	-3%	-$136K	1.32%	14
2025 Q1	$5.29M	Sell	105,164 -4,576	-4%	-$229K	1.53%	12
2024 Q4	$5.46M	Buy	109,740 +661	+0.6%	+$33K	1.67%	12
2024 Q3	$5.5M	Sell	109,079 -1,104	-1%	-$55.1K	1.74%	12
2024 Q2	$5.48M	Buy	110,183 +7,629	+7%	+$374K	1.84%	12
2024 Q1	$5.01M	Sell	102,554 -125	-0.1%	-$6.14K	2%	11
2023 Q4	$5.05M	Sell	102,679 -720	-0.7%	-$34.8K	2.17%	9
2023 Q3	$4.96M	Sell	103,399 -70	-0.1%	-$3.37K	2.59%	8
2023 Q2	$4.99M	Sell	103,469 -4,764	-4%	-$230K	2.6%	8
2023 Q1	$5.25M	Buy	108,233 +18	+0%	+$867	3.03%	8
2022 Q4	$5.18M	Buy	+108,215	New	+$5.15M	3.15%	8