DecisionPoint Financial’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
$5.16M Sell
102,445
-2,719
-3% -$137K 1.32% 14
2025
Q1
$5.29M Sell
105,164
-4,576
-4% -$230K 1.53% 12
2024
Q4
$5.46M Buy
109,740
+661
+0.6% +$32.9K 1.67% 12
2024
Q3
$5.5M Sell
109,079
-1,104
-1% -$55.7K 1.74% 12
2024
Q2
$5.48M Buy
110,183
+7,629
+7% +$380K 1.84% 12
2024
Q1
$5.01M Sell
102,554
-125
-0.1% -$6.11K 2% 11
2023
Q4
$5.05M Sell
102,679
-720
-0.7% -$35.4K 2.17% 9
2023
Q3
$4.96M Sell
103,399
-70
-0.1% -$3.36K 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% +$873 3.03% 8
2022
Q4
$5.18M Buy
+108,215
New +$5.18M 3.15% 8