Global Retirement Partners’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 | $187K | Buy |
+3,687
| New | +$187K | ﹤0.01% | 1133 |
|
2024
Q4 | $134K | Hold |
2,687
| – | – | ﹤0.01% | 1134 |
|
2024
Q3 | $136K | Buy |
2,687
+547
| +26% | +$27.6K | ﹤0.01% | 1081 |
|
2024
Q2 | $105K | Hold |
2,140
| – | – | ﹤0.01% | 1166 |
|
2024
Q1 | $105K | Hold |
2,140
| – | – | ﹤0.01% | 1059 |
|
2023
Q4 | $105K | Buy |
2,140
+100
| +5% | +$4.93K | ﹤0.01% | 1009 |
|
2023
Q3 | $97.5K | Hold |
2,040
| – | – | ﹤0.01% | 946 |
|
2023
Q2 | $98.3K | Hold |
2,040
| – | – | ﹤0.01% | 959 |
|
2023
Q1 | $99.1K | Hold |
2,040
| – | – | 0.01% | 920 |
|
2022
Q4 | $97.6K | Sell |
2,040
-1,079
| -35% | -$51.6K | 0.01% | 823 |
|
2022
Q3 | $148K | Sell |
3,119
-77
| -2% | -$3.65K | 0.01% | 659 |
|
2022
Q2 | $155K | Sell |
3,196
-38
| -1% | -$1.84K | 0.01% | 625 |
|
2022
Q1 | $158K | Buy |
+3,234
| New | +$158K | 0.01% | 615 |
|