Foundations Investment Advisors’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
Q1 | – | Sell |
-4,879
| Closed | -$243K | – | 921 |
|
|
2024
Q4 | $243K | Sell |
4,879
-8,545
| -64% | -$425K | ﹤0.01% | 723 |
|
|
2024
Q3 | $677K | Sell |
13,424
-257
| -2% | -$13K | 0.01% | 442 |
|
|
2024
Q2 | $674K | Sell |
13,681
-618
| -4% | -$30.4K | 0.02% | 430 |
|
|
2024
Q1 | $704K | Buy |
14,299
+782
| +6% | +$38.5K | 0.02% | 393 |
|
|
2023
Q4 | $666K | Sell |
13,517
-243
| -2% | -$12K | 0.02% | 375 |
|
|
2023
Q3 | $660K | Buy |
13,760
+2,655
| +24% | +$127K | 0.02% | 342 |
|
|
2023
Q2 | $535K | Buy |
11,105
+4,368
| +65% | +$211K | 0.02% | 351 |
|
|
2023
Q1 | $327K | Buy |
+6,737
| New | +$327K | 0.01% | 379 |
|