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 |
|