Level Four Advisory Services’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
$360K Sell
7,108
-20
-0.3% -$1.01K 0.01% 607
2025
Q1
$358K Hold
7,128
0.01% 573
2024
Q4
$355K Sell
7,128
-140
-2% -$6.96K 0.01% 577
2024
Q3
$363K Buy
7,268
+83
+1% +$4.14K 0.02% 592
2024
Q2
$354K Buy
7,185
+565
+9% +$27.8K 0.02% 564
2024
Q1
$326K Hold
6,620
0.02% 585
2023
Q4
$326K Sell
6,620
-125
-2% -$6.15K 0.02% 585
2023
Q3
$324K Hold
6,745
0.02% 559
2023
Q2
$325K Sell
6,745
-100
-1% -$4.82K 0.02% 598
2023
Q1
$332K Buy
6,845
+870
+15% +$42.2K 0.02% 562
2022
Q4
$286K Hold
5,975
0.02% 527
2022
Q3
$283K Hold
5,975
0.03% 440
2022
Q2
$290K Hold
5,975
0.03% 459
2022
Q1
$295K Hold
5,975
0.02% 519
2021
Q4
$305K Buy
+5,975
New +$305K 0.02% 509