LVZ Inc’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

LVZ Inc’s Portfolio SLQD Stock Details SLQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,104	Closed	-$207K	–	182
2026 Q1	$207K	Sell	4,104 -51	-1%	-$2.58K	0.02%	147
2025 Q4	$211K	Sell	4,155 -905	-18%	-$45.9K	0.02%	157
2025 Q3	$257K	Sell	5,060 -2	-0%	-$101	0.03%	132
2025 Q2	$256K	Sell	5,062 -2,478	-33%	-$124K	0.03%	127
2025 Q1	$379K	Buy	7,540 +609	+9%	+$30.4K	0.05%	97
2024 Q4	$345K	Buy	6,931 +1,053	+18%	+$52.6K	0.04%	106
2024 Q3	$296K	Sell	5,878 -645	-10%	-$32.2K	0.04%	113
2024 Q2	$321K	Sell	6,523 -701	-10%	-$34.4K	0.04%	94
2024 Q1	$356K	Sell	7,224 -124	-2%	-$6.09K	0.05%	87
2023 Q4	$362K	Sell	7,348 -522	-7%	-$25.2K	0.05%	92
2023 Q3	$378K	Buy	7,870 +994	+14%	+$47.8K	0.06%	69
2023 Q2	$331K	Sell	6,876 -235	-3%	-$11.4K	0.05%	106
2023 Q1	$345K	Buy	7,111 +1,231	+21%	+$59.3K	0.05%	102
2022 Q4	$281K	Buy	5,880 +585	+11%	+$27.9K	0.04%	104
2022 Q3	$251K	Sell	5,295 -70	-1%	-$3.39K	0.04%	90
2022 Q2	$260K	Sell	5,365 -83,769	-94%	-$4.08M	0.04%	87
2022 Q1	$4.4M	Sell	89,134 -86,964	-49%	-$4.36M	0.61%	15
2021 Q4	$8.99M	Buy	176,098 +12,622	+8%	+$647K	1.2%	12
2021 Q3	$8.45M	Buy	163,476 +119,712	+274%	+$6.2M	1.21%	12
2021 Q2	$2.27M	Sell	43,764 -62,387	-59%	-$3.23M	0.33%	28
2021 Q1	$5.5M	Buy	106,151 +30,624	+41%	+$1.59M	0.85%	13
2020 Q4	$3.94M	Sell	75,527 -50,797	-40%	-$2.65M	0.66%	13
2020 Q3	$6.58M	Buy	126,324 +100,457	+388%	+$5.24M	1.36%	11
2020 Q2	$1.35M	Sell	25,867 -91,216	-78%	-$4.69M	0.3%	27
2020 Q1	$5.87M	Buy	117,083 +96,984	+483%	+$4.91M	1.43%	11
2019 Q4	$1.03M	Sell	20,099 -4,246	-17%	-$217K	0.2%	41
2019 Q3	$1.25M	Buy	24,345 +9,159	+60%	+$467K	0.27%	33
2019 Q2	$774K	Buy	15,186 +8,207	+118%	+$414K	0.18%	43
2019 Q1	$352K	Sell	6,979 -51,911	-88%	-$2.59M	0.08%	54
2018 Q4	$2.92M	Buy	58,890 +3,019	+5%	+$149K	0.83%	19
2018 Q3	$2.77M	Buy	55,871 +27,760	+99%	+$1.38M	0.69%	19
2018 Q2	$1.4M	Buy	28,111 +15,610	+125%	+$774K	0.35%	22
2018 Q1	$622K	Buy	12,501 +447	+4%	+$22.3K	0.17%	36
2017 Q4	$606K	Sell	12,054 -181,102	-94%	-$9.13M	0.18%	37
2017 Q3	$9.78M	Buy	+193,156	New	+$9.77M	3.14%	10