Kelly Financial 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
$824K Sell
16,293
-7,873
-33% -$398K 0.24% 38
2025
Q1
$1.22M Sell
24,166
-10,631
-31% -$535K 0.38% 36
2024
Q4
$1.73M Buy
+34,797
New +$1.73M 0.62% 29