LRI Investments’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 | $99.2K | Sell |
1,960
-43
| -2% | -$2.18K | 0.01% | 438 |
|
|
2025
Q1 | $101K | Buy |
2,003
+43
| +2% | +$2.16K | 0.01% | 418 |
|
|
2024
Q4 | $97.5K | Hold |
1,960
| – | – | 0.01% | 420 |
|
|
2024
Q3 | $97.5K | Hold |
1,960
| – | – | 0.01% | 408 |
|
|
2024
Q2 | $96.5K | Hold |
1,960
| – | – | 0.01% | 389 |
|
|
2024
Q1 | $96.5K | Buy |
+1,960
| New | +$96.5K | 0.02% | 208 |
|