Partners Capital Investment Group’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 | $1.41M | Sell |
27,805
-197,032
| -88% | -$9.97M | 0.06% | 101 |
|
|
2025
Q1 | $11.3M | Buy |
224,837
+27,702
| +14% | +$1.39M | 0.19% | 62 |
|
|
2024
Q4 | $9.81M | Sell |
197,135
-37,089
| -16% | -$1.84M | 0.27% | 45 |
|
|
2024
Q3 | $11.8M | Buy |
234,224
+606
| +0.3% | +$30.6K | 0.19% | 61 |
|
|
2024
Q2 | $11.5M | Buy |
233,618
+6,920
| +3% | +$341K | 0.19% | 58 |
|
|
2024
Q1 | $11.2M | Sell |
226,698
-56,248
| -20% | -$2.77M | 0.3% | 47 |
|
|
2023
Q4 | $13.9M | Sell |
282,946
-7,941
| -3% | -$391K | 0.31% | 48 |
|
|
2023
Q3 | $14M | Sell |
290,887
-4,357
| -1% | -$209K | 0.34% | 44 |
|
|
2023
Q2 | $14.2M | Buy |
295,244
+55,923
| +23% | +$2.7M | 0.3% | 52 |
|
|
2023
Q1 | $11.6M | Buy |
239,321
+86,186
| +56% | +$4.18M | 0.5% | 43 |
|
|
2022
Q4 | $7.33M | Buy |
+153,135
| New | +$7.33M | 0.35% | 55 |
|