IFP Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

IFP Advisors’s Portfolio SLQD Stock Details SLQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.01M	Buy	59,654 +4,547	+8%	+$230K	0.06%	340
2025 Q4	$2.79M	Buy	55,107 +933	+2%	+$47.3K	0.06%	337
2025 Q3	$2.75M	Buy	54,174 +5,574	+11%	+$282K	0.07%	301
2025 Q2	$2.46M	Buy	48,600 +30,803	+173%	+$1.55M	0.07%	312
2025 Q1	$895K	Buy	+17,797	New	+$889K	0.03%	588
2023 Q2	–	Sell	-700	Closed	-$34.7K	–	3565
2023 Q1	$34.7K	Sell	700 -5,570	-89%	-$268K	﹤0.01%	1762
2022 Q4	$311K	Buy	6,270 +3,352	+115%	+$160K	0.01%	1128
2022 Q3	$144K	Buy	2,918 +407	+16%	+$19.7K	﹤0.01%	1617
2022 Q2	$124K	Hold	2,511	–	–	﹤0.01%	1551
2022 Q1	$124K	Buy	2,511 +1,352	+117%	+$67.8K	﹤0.01%	1551
2021 Q4	$59K	Sell	1,159 -7	-0.6%	-$359	﹤0.01%	1493
2021 Q3	$61K	Buy	1,166 +6	+0.5%	+$311	﹤0.01%	1507
2021 Q2	$61K	Buy	1,160 +13	+1%	+$674	﹤0.01%	1436
2021 Q1	$60K	Buy	1,147 +10	+0.9%	+$520	﹤0.01%	1386
2020 Q4	$60K	Buy	1,137 +125	+12%	+$6.51K	﹤0.01%	1365
2020 Q3	$53K	Buy	1,012 +38	+4%	+$1.98K	﹤0.01%	1269
2020 Q2	$51K	Sell	974 -862	-47%	-$44.4K	﹤0.01%	1213
2020 Q1	$91K	Buy	1,836 +12	+0.7%	+$608	0.01%	865
2019 Q4	$93K	Buy	1,824 +888	+95%	+$45.3K	0.01%	982
2019 Q3	$48K	Buy	+936	New	+$47.7K	﹤0.01%	1389
2019 Q1	–	Sell	-529	Closed	-$26K	–	3288
2018 Q4	$26K	Buy	529 +204	+63%	+$10.1K	﹤0.01%	1981
2018 Q3	$16K	Buy	325 +125	+63%	+$6.21K	﹤0.01%	2590
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	2904
2018 Q1	$10K	Hold	200	–	–	﹤0.01%	2798
2017 Q4	$10K	Hold	200	–	–	﹤0.01%	2839
2017 Q3	$10K	Hold	200	–	–	﹤0.01%	3035
2017 Q2	$10K	Hold	200	–	–	﹤0.01%	3030
2017 Q1	$10K	Buy	200 +100	+100%	+$5.03K	﹤0.01%	2929
2016 Q4	$5K	Sell	100 -5,368	-98%	-$271K	﹤0.01%	3320
2016 Q3	$278K	Buy	5,468 +414	+8%	+$21.1K	0.01%	845
2016 Q2	$258K	Buy	+5,054	New	+$256K	0.01%	848