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 |
|