Geneos Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.05K | Hold |
100
| – | – | ﹤0.01% | 2159 |
|
|
2025
Q4 | $5.07K | Hold |
100
| – | – | ﹤0.01% | 2135 |
|
|
2025
Q3 | $5.08K | Hold |
100
| – | – | ﹤0.01% | 2140 |
|
|
2025
Q2 | $5.06K | Sell |
100
-100
| -50% | -$5.02K | ﹤0.01% | 2571 |
|
|
2025
Q1 | $10.1K | Hold |
200
| – | – | ﹤0.01% | 2564 |
|
|
2024
Q4 | $9.95K | Hold |
200
| – | – | ﹤0.01% | 2055 |
|
|
2024
Q3 | $10.1K | Sell |
200
-100
| -33% | -$4.99K | ﹤0.01% | 1840 |
|
|
2024
Q2 | $14.8K | Hold |
300
| – | – | ﹤0.01% | 1441 |
|
|
2024
Q1 | $14.8K | Sell |
300
-145
| -33% | -$7.12K | ﹤0.01% | 1449 |
|
|
2023
Q4 | $21.9K | Sell |
445
-800
| -64% | -$38.7K | ﹤0.01% | 1320 |
|
|
2023
Q3 | $59.8K | Buy |
1,245
+800
| +180% | +$38.5K | ﹤0.01% | 1033 |
|
|
2023
Q2 | $21.5K | Buy |
445
+145
| +48% | +$7.01K | ﹤0.01% | 1350 |
|
|
2023
Q1 | $14.5K | Hold |
300
| – | – | ﹤0.01% | 1439 |
|
|
2022
Q4 | $14.4K | Hold |
300
| – | – | ﹤0.01% | 1430 |
|
|
2022
Q3 | $14K | Sell |
300
-2,145
| -88% | -$104K | ﹤0.01% | 1437 |
|
|
2022
Q2 | $118K | Sell |
2,445
-349
| -12% | -$17K | 0.01% | 952 |
|
|
2022
Q1 | $137K | Buy |
2,794
+349
| +14% | +$17.5K | 0.01% | 960 |
|
|
2021
Q4 | $124K | Sell |
2,445
-5
| -0.2% | -$256 | ﹤0.01% | 1083 |
|
|
2021
Q3 | $126K | Hold |
2,450
| – | – | ﹤0.01% | 1070 |
|
|
2021
Q2 | $126K | Sell |
2,450
-1,140
| -32% | -$59.1K | ﹤0.01% | 1065 |
|
|
2021
Q1 | $186K | Buy |
3,590
+100
| +3% | +$5.2K | 0.01% | 993 |
|
|
2020
Q4 | $180K | Buy |
3,490
+283
| +9% | +$14.7K | 0.01% | 869 |
|
|
2020
Q3 | $166K | Hold |
3,207
| – | – | 0.01% | 749 |
|
|
2020
Q2 | $166K | Buy |
3,207
+2,040
| +175% | +$105K | 0.01% | 722 |
|
|
2020
Q1 | $58K | Sell |
1,167
-6
| -0.5% | -$304 | ﹤0.01% | 1058 |
|
|
2019
Q4 | $59K | Hold |
1,173
| – | – | ﹤0.01% | 1171 |
|
|
2019
Q3 | $59K | Hold |
1,173
| – | – | ﹤0.01% | 1106 |
|
|
2019
Q2 | $59K | Hold |
1,173
| – | – | ﹤0.01% | 1112 |
|
|
2019
Q1 | $59K | Hold |
1,173
| – | – | ﹤0.01% | 1067 |
|
|
2018
Q4 | $58K | Buy |
1,173
+973
| +487% | +$48.1K | ﹤0.01% | 1027 |
|
|
2018
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 1886 |
|
|
2018
Q2 | $9K | Sell |
200
-600
| -75% | -$29.8K | ﹤0.01% | 1765 |
|
|
2018
Q1 | $39K | Hold |
800
| – | – | ﹤0.01% | 1117 |
|
|
2017
Q4 | $40K | Hold |
800
| – | – | ﹤0.01% | 1107 |
|
|
2017
Q3 | $40K | Hold |
800
| – | – | ﹤0.01% | 1065 |
|
|
2017
Q2 | $40K | Buy |
800
+200
| +33% | +$10.1K | ﹤0.01% | 1018 |
|
|
2017
Q1 | $30K | Hold |
600
| – | – | ﹤0.01% | 1090 |
|
|
2016
Q4 | $30K | Buy |
+600
| New | +$30.2K | ﹤0.01% | 1028 |
|
Other funds holding SLQD
LWM
MCM
WIA
BI
FMII
