MF
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Montis Financial’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Montis Financial’s Portfolio SLQD Stock Details SLQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.48M Sell
29,249
-8,795
-23% -$445K 0.41% 41
2025
Q1 		$1.91M Sell
38,044
-8,521
-18% -$428K 0.56% 30
2024
Q4 		$2.32M Buy
+46,565
New +$2.32M 0.72% 27