Spire Wealth Management’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
2026 Q2	$343K	Hold	6,818	–	–	0.01%	636
2026 Q1	$344K	Sell	6,818 -325	-5%	-$16.5K	0.01%	627
2025 Q4	$362K	Sell	7,143 -25	-0.3%	-$1.27K	0.01%	624
2025 Q3	$364K	Hold	7,168	–	–	0.01%	616
2025 Q2	$363K	Buy	7,168 +552	+8%	+$27.7K	0.01%	589
2025 Q1	$333K	Hold	6,616	–	–	0.01%	684
2024 Q4	$329K	Hold	6,616	–	–	0.01%	679
2024 Q3	$334K	Sell	6,616 -887	-12%	-$44.3K	0.01%	616
2024 Q2	$370K	Sell	7,503 -1,125	-13%	-$55.2K	0.01%	551
2024 Q1	$425K	Sell	8,628 -1,529	-15%	-$75.1K	0.01%	565
2023 Q4	$499K	Sell	10,157 -5,231	-34%	-$253K	0.02%	517
2023 Q3	$739K	Sell	15,388 -8,857	-37%	-$426K	0.03%	398
2023 Q2	$1.17M	Sell	24,245 -17,715	-42%	-$857K	0.04%	318
2023 Q1	$2.03M	Sell	41,960 -20,514	-33%	-$988K	0.08%	226
2022 Q4	$2.99M	Sell	62,474 -7,593	-11%	-$362K	0.17%	126
2022 Q3	$3.32M	Sell	70,067 -32,086	-31%	-$1.55M	0.2%	106
2022 Q2	$4.95M	Buy	+102,153	New	+$4.98M	0.2%	122