Integrated Wealth Concepts’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 | $742K | Buy |
14,673
+1,381
| +10% | +$69.9K | 0.01% | 1064 |
|
|
2025
Q1 | $668K | Buy |
13,292
+2,551
| +24% | +$128K | 0.01% | 1016 |
|
|
2024
Q4 | $534K | Sell |
10,741
-1,117
| -9% | -$55.6K | 0.01% | 1094 |
|
|
2024
Q3 | $598K | Buy |
11,858
+1,892
| +19% | +$95.4K | 0.01% | 1008 |
|
|
2024
Q2 | $491K | Buy |
9,966
+1,203
| +14% | +$59.3K | 0.01% | 1061 |
|
|
2024
Q1 | $431K | Buy |
8,763
+986
| +13% | +$48.5K | 0.01% | 1119 |
|
|
2023
Q4 | $383K | Buy |
7,777
+220
| +3% | +$10.8K | 0.01% | 1124 |
|
|
2023
Q3 | $363K | Buy |
7,557
+944
| +14% | +$45.3K | 0.01% | 1135 |
|
|
2023
Q2 | $319K | Buy |
6,613
+1,626
| +33% | +$78.4K | 0.01% | 1196 |
|
|
2023
Q1 | $242K | Buy |
+4,987
| New | +$242K | 0.01% | 1157 |
|
|
2022
Q2 | – | Sell |
-13,472
| Closed | -$665K | – | 1062 |
|
|
2022
Q1 | $665K | Buy |
+13,472
| New | +$665K | 0.02% | 507 |
|