Disciplined Investments’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	$323K	Sell	6,404 -236	-4%	-$12K	0.12%	107
2025 Q4	$337K	Sell	6,640 -1,274	-16%	-$64.6K	0.13%	102
2025 Q3	$402K	Sell	7,914 -3,345	-30%	-$169K	0.16%	93
2025 Q2	$570K	Buy	11,259 +20	+0.2%	+$1K	0.24%	74
2025 Q1	$565K	Sell	11,239 -349	-3%	-$17.4K	0.26%	76
2024 Q4	$576K	Sell	11,588 -1,917	-14%	-$95.7K	0.28%	76
2024 Q3	$681K	Sell	13,505 -3,725	-22%	-$186K	0.34%	69
2024 Q2	$849K	Buy	17,230 +5	+0%	+$245	0.45%	57
2024 Q1	$848K	Sell	17,225 -3,382	-16%	-$166K	0.46%	57
2023 Q4	$1.01M	Buy	20,607 +2,877	+16%	+$139K	0.59%	50
2023 Q3	$851K	Sell	17,730 -692	-4%	-$33.3K	0.52%	55
2023 Q2	$888K	Buy	18,422 +650	+4%	+$31.4K	0.47%	54
2023 Q1	$862K	Sell	17,772 -189	-1%	-$9.1K	0.36%	68
2022 Q4	$860K	Buy	17,961 +3,871	+27%	+$184K	0.42%	60
2022 Q3	$668K	Sell	14,090 -197	-1%	-$9.54K	0.31%	77
2022 Q2	$692K	Buy	14,287 +294	+2%	+$14.3K	0.31%	73
2022 Q1	$691K	Buy	13,993 +6,351	+83%	+$318K	0.29%	74
2021 Q4	$390K	Buy	7,642 +2	+0%	+$103	0.17%	93
2021 Q3	$395K	Sell	7,640 -613	-7%	-$31.7K	0.19%	87
2021 Q2	$428K	Buy	8,253 +1,737	+27%	+$90.1K	0.22%	84
2021 Q1	$337K	Sell	6,516 -119	-2%	-$6.18K	0.2%	87
2020 Q4	$346K	Buy	6,635 +413	+7%	+$21.5K	0.23%	76
2020 Q3	$324K	Buy	6,222 +2	+0%	+$104	0.24%	79
2020 Q2	$324K	Buy	6,220 +187	+3%	+$9.62K	0.25%	76
2020 Q1	$303K	Sell	6,033 -12	-0.2%	-$608	0.29%	71
2019 Q4	$309K	Buy	+6,045	New	+$309K	0.26%	70