Laurel Wealth Advisors (North Carolina)’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.4M | Buy |
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|
2025
Q1 | $2.06M | Sell |
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|
2024
Q4 | $2.14M | Sell |
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|
2024
Q3 | $2.18M | Sell |
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|
2024
Q2 | $2.2M | Sell |
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|
2024
Q1 | $2.24M | Sell |
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|
2023
Q4 | $2.28M | Buy |
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|
2023
Q3 | $2.13M | Buy |
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|
2023
Q2 | $1.65M | Buy |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $136K | Sell |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $532K | Buy |
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|
2021
Q3 | $539K | Sell |
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|
2021
Q2 | $712K | Buy |
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|
2021
Q1 | $688K | Buy |
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|
2020
Q4 | $665K | Buy |
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|
2020
Q3 | $428K | Buy |
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|
2020
Q2 | $165K | Buy |
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