IFP Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
48,600
+30,803
| +173% | +$1.56M | 0.07% | 312 |
|
|
2025
Q1 | $895K | Buy |
+17,797
| New | +$895K | 0.03% | 588 |
|
|
2023
Q2 | – | Sell |
-700
| Closed | -$34.7K | – | 3565 |
|
|
2023
Q1 | $34.7K | Sell |
700
-5,570
| -89% | -$276K | ﹤0.01% | 1762 |
|
|
2022
Q4 | $311K | Buy |
6,270
+3,352
| +115% | +$166K | 0.01% | 1128 |
|
|
2022
Q3 | $144K | Buy |
2,918
+407
| +16% | +$20.1K | ﹤0.01% | 1618 |
|
|
2022
Q2 | $124K | Hold |
2,511
| – | – | ﹤0.01% | 1552 |
|
|
2022
Q1 | $124K | Buy |
2,511
+1,352
| +117% | +$66.8K | ﹤0.01% | 1552 |
|
|
2021
Q4 | $59K | Sell |
1,159
-7
| -0.6% | -$356 | ﹤0.01% | 1469 |
|
|
2021
Q3 | $61K | Buy |
1,166
+6
| +0.5% | +$314 | ﹤0.01% | 1459 |
|
|
2021
Q2 | $61K | Buy |
1,160
+13
| +1% | +$684 | ﹤0.01% | 1436 |
|
|
2021
Q1 | $60K | Buy |
1,147
+10
| +0.9% | +$523 | ﹤0.01% | 1385 |
|
|
2020
Q4 | $60K | Buy |
1,137
+125
| +12% | +$6.6K | ﹤0.01% | 1365 |
|
|
2020
Q3 | $53K | Buy |
1,012
+38
| +4% | +$1.99K | ﹤0.01% | 1268 |
|
|
2020
Q2 | $51K | Sell |
974
-862
| -47% | -$45.1K | ﹤0.01% | 1212 |
|
|
2020
Q1 | $91K | Buy |
1,836
+12
| +0.7% | +$595 | 0.01% | 863 |
|
|
2019
Q4 | $93K | Buy |
1,824
+888
| +95% | +$45.3K | 0.01% | 982 |
|
|
2019
Q3 | $48K | Buy |
+936
| New | +$48K | ﹤0.01% | 1389 |
|
|
2019
Q1 | – | Sell |
-529
| Closed | -$26K | – | 3253 |
|
|
2018
Q4 | $26K | Buy |
529
+204
| +63% | +$10K | ﹤0.01% | 1958 |
|
|
2018
Q3 | $16K | Buy |
325
+125
| +63% | +$6.15K | ﹤0.01% | 2561 |
|
|
2018
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 2862 |
|
|
2018
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 2798 |
|
|
2017
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 2794 |
|
|
2017
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 2996 |
|
|
2017
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 2999 |
|
|
2017
Q1 | $10K | Buy |
200
+100
| +100% | +$5K | ﹤0.01% | 2896 |
|
|
2016
Q4 | $5K | Sell |
100
-5,368
| -98% | -$268K | ﹤0.01% | 3293 |
|
|
2016
Q3 | $278K | Buy |
5,468
+414
| +8% | +$21K | 0.01% | 842 |
|
|
2016
Q2 | $258K | Buy |
+5,054
| New | +$258K | 0.01% | 847 |
|