DI
Disciplined Investments’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
11,259
+20
| +0.2% | +$1.01K | 0.24% | 74 |
|
|
2025
Q1 | $565K | Sell |
11,239
-349
| -3% | -$17.5K | 0.26% | 76 |
|
|
2024
Q4 | $576K | Sell |
11,588
-1,917
| -14% | -$95.3K | 0.28% | 76 |
|
|
2024
Q3 | $681K | Sell |
13,505
-3,725
| -22% | -$188K | 0.34% | 69 |
|
|
2024
Q2 | $849K | Buy |
17,230
+5
| +0% | +$246 | 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% | +$142K | 0.59% | 50 |
|
|
2023
Q3 | $851K | Sell |
17,730
-692
| -4% | -$33.2K | 0.52% | 55 |
|
|
2023
Q2 | $888K | Buy |
18,422
+650
| +4% | +$31.3K | 0.47% | 54 |
|
|
2023
Q1 | $862K | Sell |
17,772
-189
| -1% | -$9.16K | 0.36% | 68 |
|
|
2022
Q4 | $860K | Buy |
17,961
+3,871
| +27% | +$185K | 0.42% | 60 |
|
|
2022
Q3 | $668K | Sell |
14,090
-197
| -1% | -$9.34K | 0.31% | 77 |
|
|
2022
Q2 | $692K | Buy |
14,287
+294
| +2% | +$14.2K | 0.31% | 73 |
|
|
2022
Q1 | $691K | Buy |
13,993
+6,351
| +83% | +$314K | 0.29% | 73 |
|
|
2021
Q4 | $390K | Buy |
7,642
+2
| +0% | +$102 | 0.17% | 91 |
|
|
2021
Q3 | $395K | Sell |
7,640
-613
| -7% | -$31.7K | 0.19% | 85 |
|
|
2021
Q2 | $428K | Buy |
8,253
+1,737
| +27% | +$90.1K | 0.22% | 84 |
|
|
2021
Q1 | $337K | Sell |
6,516
-119
| -2% | -$6.16K | 0.2% | 87 |
|
|
2020
Q4 | $346K | Buy |
6,635
+413
| +7% | +$21.5K | 0.23% | 74 |
|
|
2020
Q3 | $324K | Buy |
6,222
+2
| +0% | +$104 | 0.24% | 77 |
|
|
2020
Q2 | $324K | Buy |
6,220
+187
| +3% | +$9.74K | 0.25% | 76 |
|
|
2020
Q1 | $303K | Sell |
6,033
-12
| -0.2% | -$603 | 0.29% | 71 |
|
|
2019
Q4 | $309K | Buy |
+6,045
| New | +$309K | 0.26% | 70 |
|