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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $364K | Hold |
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|
2025
Q2 | $363K | Buy |
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|
2025
Q1 | $333K | Hold |
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|
2024
Q4 | $329K | Hold |
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|
2024
Q3 | $334K | Sell |
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|
2024
Q2 | $370K | Sell |
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|
2024
Q1 | $425K | Sell |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $2.03M | Sell |
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|
2022
Q4 | $2.99M | Sell |
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|
2022
Q3 | $3.32M | Sell |
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|
2022
Q2 | $4.95M | Buy |
|