MHR
Matthew Hamilton Rosenberg’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Sell |
93,515
-10,695
| -10% | -$541K | 1.1% | 14 |
|
|
2025
Q1 | $5.24M | Sell |
104,210
-1,205
| -1% | -$60.6K | 1.31% | 13 |
|
|
2024
Q4 | $5.24M | Sell |
105,415
-2,305
| -2% | -$115K | 1.36% | 13 |
|
|
2024
Q3 | $5.43M | Buy |
107,720
+15,238
| +16% | +$768K | 1.42% | 13 |
|
|
2024
Q2 | $4.54M | Sell |
92,482
-24,663
| -21% | -$1.21M | 1.34% | 13 |
|
|
2024
Q1 | $5.74M | Sell |
117,145
-1,099
| -0.9% | -$53.8K | 1.66% | 12 |
|
|
2023
Q4 | $5.82M | Sell |
118,244
-1,361
| -1% | -$67K | 1.79% | 11 |
|
|
2023
Q3 | $5.74M | Sell |
119,605
-45,301
| -27% | -$2.17M | 1.91% | 11 |
|
|
2023
Q2 | $7.95M | Sell |
164,906
-17,734
| -10% | -$855K | 2.69% | 5 |
|
|
2023
Q1 | $8.85M | Buy |
182,640
+14,537
| +9% | +$705K | 2.86% | 5 |
|
|
2022
Q4 | $8.05M | Buy |
168,103
+39,501
| +31% | +$1.89M | 2.73% | 7 |
|
|
2022
Q3 | $6.1M | Sell |
128,602
-3,740
| -3% | -$177K | 2.36% | 8 |
|
|
2022
Q2 | $6.43M | Buy |
132,342
+10,931
| +9% | +$531K | 2.43% | 9 |
|
|
2022
Q1 | $5.99M | Buy |
121,411
+13,778
| +13% | +$680K | 2.1% | 9 |
|
|
2021
Q4 | $5.5M | Sell |
107,633
-47,115
| -30% | -$2.41M | 1.96% | 10 |
|
|
2021
Q3 | $8M | Buy |
154,748
+57,827
| +60% | +$2.99M | 3.16% | 6 |
|
|
2021
Q2 | $5.02M | Buy |
96,921
+31,867
| +49% | +$1.65M | 2.61% | 6 |
|
|
2021
Q1 | $3.37M | Buy |
65,054
+22,183
| +52% | +$1.15M | 1.92% | 9 |
|
|
2020
Q4 | $2.24M | Buy |
42,871
+17,178
| +67% | +$897K | 1.4% | 15 |
|
|
2020
Q3 | $1.34M | Buy |
25,693
+5,839
| +29% | +$304K | 0.98% | 17 |
|
|
2020
Q2 | $1.04M | Buy |
+19,854
| New | +$1.04M | 0.82% | 20 |
|