Hoxton Planning & 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
$520K Sell
10,269
-436
-4% -$22.1K 0.18% 102
2025
Q1
$538K Sell
10,705
-93
-0.9% -$4.68K 0.21% 98
2024
Q4
$537K Sell
10,798
-135
-1% -$6.72K 0.21% 98
2024
Q3
$551K Sell
10,933
-222
-2% -$11.2K 0.21% 92
2024
Q2
$549K Buy
11,155
+1,812
+19% +$89.2K 0.26% 75
2024
Q1
$460K Buy
9,343
+307
+3% +$15.1K 0.22% 90
2023
Q4
$445K Sell
9,036
-6,992
-44% -$344K 0.24% 82
2023
Q3
$769K Buy
16,028
+8,982
+127% +$431K 0.5% 42
2023
Q2
$340K Buy
+7,046
New +$340K 0.21% 96