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