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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
7,168
+552
| +8% | +$27.9K | 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% | -$44.7K | 0.01% | 616 |
|
|
2024
Q2 | $370K | Sell |
7,503
-1,125
| -13% | -$55.4K | 0.01% | 551 |
|
|
2024
Q1 | $425K | Sell |
8,628
-1,529
| -15% | -$75.3K | 0.01% | 565 |
|
|
2023
Q4 | $499K | Sell |
10,157
-5,231
| -34% | -$257K | 0.02% | 517 |
|
|
2023
Q3 | $739K | Sell |
15,388
-8,857
| -37% | -$425K | 0.03% | 398 |
|
|
2023
Q2 | $1.17M | Sell |
24,245
-17,715
| -42% | -$854K | 0.04% | 318 |
|
|
2023
Q1 | $2.03M | Sell |
41,960
-20,514
| -33% | -$995K | 0.08% | 226 |
|
|
2022
Q4 | $2.99M | Sell |
62,474
-7,593
| -11% | -$363K | 0.17% | 126 |
|
|
2022
Q3 | $3.32M | Sell |
70,067
-32,086
| -31% | -$1.52M | 0.2% | 106 |
|
|
2022
Q2 | $4.95M | Buy |
+102,153
| New | +$4.95M | 0.2% | 122 |
|