GeoWealth 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 | $890K | Buy |
17,596
+1,669
| +10% | +$84.4K | 0.03% | 283 |
|
|
2025
Q1 | $801K | Buy |
15,927
+7,888
| +98% | +$397K | 0.03% | 319 |
|
|
2024
Q4 | $400K | Sell |
8,039
-30
| -0.4% | -$1.49K | 0.01% | 529 |
|
|
2024
Q3 | $407K | Buy |
8,069
+889
| +12% | +$44.8K | 0.01% | 509 |
|
|
2024
Q2 | $354K | Buy |
7,180
+716
| +11% | +$35.3K | 0.02% | 536 |
|
|
2024
Q1 | $318K | Buy |
6,464
+478
| +8% | +$23.5K | 0.01% | 557 |
|
|
2023
Q4 | $294K | Buy |
+5,986
| New | +$294K | 0.02% | 417 |
|