Private Trust Company’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $410K | Sell |
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|
2025
Q2 | $445K | Buy |
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|
2025
Q1 | $221K | Hold |
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|
2024
Q4 | $218K | Hold |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $227K | Buy |
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|
2024
Q1 | $186K | Hold |
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|
2023
Q4 | $186K | Buy |
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|
2023
Q3 | $96.8K | Buy |
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|
2023
Q2 | $19.2K | Buy |
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|
2023
Q1 | $2.42K | Hold |
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|
2022
Q4 | $2K | Hold |
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|
2022
Q3 | $2K | Buy |
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