Private Wealth 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 | $1.13M | Sell |
22,395
-6,952
| -24% | -$352K | 0.6% | 23 |
|
|
2025
Q1 | $1.48M | Hold |
29,347
| – | – | 0.87% | 18 |
|
|
2024
Q4 | $1.46M | Hold |
29,347
| – | – | 0.71% | 23 |
|
|
2024
Q3 | $1.48M | Hold |
29,347
| – | – | 0.74% | 23 |
|
|
2024
Q2 | $1.45M | Hold |
29,347
| – | – | 0.76% | 23 |
|
|
2024
Q1 | $1.44M | Hold |
29,347
| – | – | 0.75% | 23 |
|
|
2023
Q4 | $1.44M | Hold |
29,347
| – | – | 0.82% | 21 |
|
|
2023
Q3 | $1.41M | Hold |
29,347
| – | – | 0.92% | 21 |
|
|
2023
Q2 | $1.41M | Hold |
29,347
| – | – | 1.46% | 19 |
|
|
2023
Q1 | $1.42M | Hold |
29,347
| – | – | 1.96% | 15 |
|
|
2022
Q4 | $1.4M | Buy |
+29,347
| New | +$1.4M | 1.99% | 16 |
|