IIA
Integral Investment Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
224,388
+9,123
| +4% | +$462K | 3.24% | 10 |
|
|
2025
Q1 | $10.8M | Buy |
215,265
+15,558
| +8% | +$782K | 3.46% | 10 |
|
|
2024
Q4 | $9.93M | Buy |
199,707
+20,688
| +12% | +$1.03M | 3.22% | 11 |
|
|
2024
Q3 | $9.03M | Buy |
179,019
+17,736
| +11% | +$894K | 3.02% | 11 |
|
|
2024
Q2 | $7.94M | Buy |
161,283
+18,121
| +13% | +$893K | 2.93% | 11 |
|
|
2024
Q1 | $7.05M | Buy |
143,162
+4,675
| +3% | +$230K | 2.92% | 11 |
|
|
2023
Q4 | $6.81M | Buy |
138,487
+5,590
| +4% | +$275K | 4.35% | 10 |
|
|
2023
Q3 | $6.38M | Sell |
132,897
-111,213
| -46% | -$5.34M | 4.46% | 7 |
|
|
2023
Q2 | $11.8M | Buy |
244,110
+6,570
| +3% | +$317K | 7.87% | 2 |
|
|
2023
Q1 | $11.5M | Buy |
237,540
+19,496
| +9% | +$945K | 8.24% | 2 |
|
|
2022
Q4 | $10.4M | Buy |
218,044
+9,390
| +5% | +$449K | 8.09% | 3 |
|
|
2022
Q3 | $9.89M | Buy |
208,654
+72,677
| +53% | +$3.44M | 8.09% | 1 |
|
|
2022
Q2 | $6.59M | Buy |
+135,977
| New | +$6.59M | 5.6% | 3 |
|