Investment Advisory Group’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 | $500K | Hold |
9,876
| – | – | 0.15% | 105 |
|
|
2025
Q1 | $497K | Buy |
9,876
+91
| +0.9% | +$4.58K | 0.17% | 97 |
|
|
2024
Q4 | $487K | Buy |
9,785
+100
| +1% | +$4.97K | 0.16% | 98 |
|
|
2024
Q3 | $488K | Hold |
9,685
| – | – | 0.17% | 98 |
|
|
2024
Q2 | $477K | Buy |
9,685
+30
| +0.3% | +$1.48K | 0.18% | 92 |
|
|
2024
Q1 | $475K | Buy |
9,655
+400
| +4% | +$19.7K | 0.2% | 86 |
|
|
2023
Q4 | $455K | Hold |
9,255
| – | – | 0.21% | 82 |
|
|
2023
Q3 | $444K | Hold |
9,255
| – | – | 0.23% | 78 |
|
|
2023
Q2 | $446K | Hold |
9,255
| – | – | 0.23% | 79 |
|
|
2023
Q1 | $449K | Buy |
9,255
+200
| +2% | +$9.7K | 0.26% | 78 |
|
|
2022
Q4 | $433K | Hold |
9,055
| – | – | 0.27% | 78 |
|
|
2022
Q3 | $429K | Hold |
9,055
| – | – | 0.3% | 70 |
|
|
2022
Q2 | $438K | Buy |
9,055
+2,930
| +48% | +$142K | 0.3% | 67 |
|
|
2022
Q1 | $302K | Hold |
6,125
| – | – | 0.18% | 95 |
|
|
2021
Q4 | $306K | Buy |
+6,125
| New | +$306K | 0.2% | 89 |
|