Mutual Advisors’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 | $1,000K | Buy |
19,809
+3,352
| +20% | +$169K | 0.03% | 517 |
|
|
2025
Q1 | $828K | Sell |
16,457
-1,263
| -7% | -$63.5K | 0.02% | 517 |
|
|
2024
Q4 | $883K | Sell |
17,720
-48
| -0.3% | -$2.39K | 0.03% | 522 |
|
|
2024
Q3 | $888K | Sell |
17,768
-267
| -1% | -$13.4K | 0.03% | 520 |
|
|
2024
Q2 | $896K | Sell |
18,035
-1,303
| -7% | -$64.7K | 0.03% | 515 |
|
|
2024
Q1 | $952K | Buy |
19,338
+1,032
| +6% | +$50.8K | 0.03% | 488 |
|
|
2023
Q4 | $901K | Buy |
18,306
+691
| +4% | +$34K | 0.03% | 487 |
|
|
2023
Q3 | $845K | Buy |
17,615
+13
| +0.1% | +$624 | 0.03% | 466 |
|
|
2023
Q2 | $849K | Buy |
+17,602
| New | +$849K | 0.03% | 482 |
|