Northwestern Mutual Wealth Management’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 | $8.13M | Buy |
160,747
+117,429
| +271% | +$5.94M | 0.01% | 552 |
|
2025
Q1 | $2.18M | Buy |
43,318
+3,950
| +10% | +$199K | ﹤0.01% | 890 |
|
2024
Q4 | $1.96M | Buy |
39,368
+2,517
| +7% | +$125K | ﹤0.01% | 872 |
|
2024
Q3 | $1.86M | Sell |
36,851
-674
| -2% | -$34K | ﹤0.01% | 875 |
|
2024
Q2 | $1.85M | Buy |
37,525
+1,878
| +5% | +$92.5K | ﹤0.01% | 839 |
|
2024
Q1 | $1.75M | Buy |
35,647
+3,335
| +10% | +$164K | ﹤0.01% | 840 |
|
2023
Q4 | $1.59M | Sell |
32,312
-916
| -3% | -$45.1K | ﹤0.01% | 842 |
|
2023
Q3 | $1.59M | Buy |
33,228
+5,136
| +18% | +$246K | ﹤0.01% | 784 |
|
2023
Q2 | $1.35M | Buy |
28,092
+916
| +3% | +$44.2K | ﹤0.01% | 836 |
|
2023
Q1 | $1.32M | Buy |
27,176
+8,442
| +45% | +$409K | ﹤0.01% | 813 |
|
2022
Q4 | $897K | Buy |
18,734
+289
| +2% | +$13.8K | ﹤0.01% | 906 |
|
2022
Q3 | $874K | Buy |
18,445
+6,177
| +50% | +$293K | ﹤0.01% | 870 |
|
2022
Q2 | $594K | Buy |
12,268
+4,795
| +64% | +$232K | ﹤0.01% | 976 |
|
2022
Q1 | $369K | Sell |
7,473
-1,544
| -17% | -$76.2K | ﹤0.01% | 1195 |
|
2021
Q4 | $461K | Buy |
9,017
+1,288
| +17% | +$65.9K | ﹤0.01% | 1110 |
|
2021
Q3 | $399K | Buy |
7,729
+3,602
| +87% | +$186K | ﹤0.01% | 1079 |
|
2021
Q2 | $214K | Buy |
4,127
+338
| +9% | +$17.5K | ﹤0.01% | 1300 |
|
2021
Q1 | $196K | Buy |
3,789
+1,881
| +99% | +$97.3K | ﹤0.01% | 1248 |
|
2020
Q4 | $100K | Buy |
1,908
+1,830
| +2,346% | +$95.9K | ﹤0.01% | 1410 |
|
2020
Q3 | $4K | Hold |
78
| – | – | ﹤0.01% | 2234 |
|
2020
Q2 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 2120 |
|
2017
Q2 | – | Sell |
-47
| Closed | -$2K | – | 2147 |
|
2017
Q1 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 1863 |
|