Envestnet Portfolio Solutions’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
$680K Sell
13,444
-7,456
-36% -$377K ﹤0.01% 959
2025
Q1
$1.05M Buy
20,900
+4,930
+31% +$248K ﹤0.01% 776
2024
Q4
$794K Sell
15,970
-501
-3% -$24.9K ﹤0.01% 1031
2024
Q3
$831K Sell
16,471
-74
-0.4% -$3.73K ﹤0.01% 968
2024
Q2
$815K Buy
16,545
+1,019
+7% +$50.2K ﹤0.01% 934
2024
Q1
$764K Buy
15,526
+365
+2% +$18K ﹤0.01% 945
2023
Q4
$746K Buy
15,161
+4,036
+36% +$199K ﹤0.01% 888
2023
Q3
$534K Buy
+11,125
New +$534K ﹤0.01% 956