Fortis Capital Management’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 | $882K | Buy |
17,431
+100
| +0.6% | +$5.06K | 0.14% | 81 |
|
|
2025
Q1 | $871K | Sell |
17,331
-84
| -0.5% | -$4.22K | 0.17% | 71 |
|
|
2024
Q4 | $866K | Buy |
17,415
+203
| +1% | +$10.1K | 0.16% | 78 |
|
|
2024
Q3 | $868K | Buy |
17,212
+186
| +1% | +$9.38K | 0.17% | 80 |
|
|
2024
Q2 | $839K | Buy |
17,026
+226
| +1% | +$11.1K | 0.18% | 81 |
|
|
2024
Q1 | $827K | Buy |
16,800
+9,315
| +124% | +$458K | 0.22% | 71 |
|
|
2023
Q4 | $368K | Buy |
+7,485
| New | +$368K | 0.09% | 112 |
|