Stokes Family Office’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 | $906K | Hold |
17,917
| – | – | 0.1% | 124 |
|
|
2025
Q1 | $901K | Hold |
17,917
| – | – | 0.1% | 124 |
|
|
2024
Q4 | $891K | Hold |
17,917
| – | – | 0.1% | 126 |
|
|
2024
Q3 | $904K | Sell |
17,917
-408
| -2% | -$20.6K | 0.1% | 122 |
|
|
2024
Q2 | $903K | Hold |
18,325
| – | – | 0.11% | 122 |
|
|
2024
Q1 | $902K | Hold |
18,325
| – | – | 0.11% | 119 |
|
|
2023
Q4 | $902K | Sell |
18,325
-4,135
| -18% | -$203K | 0.12% | 116 |
|
|
2023
Q3 | $1.08M | Hold |
22,460
| – | – | 0.13% | 128 |
|
|
2023
Q2 | $1.08M | Buy |
22,460
+100
| +0.4% | +$4.82K | 0.13% | 119 |
|
|
2023
Q1 | $1.08M | Hold |
22,360
| – | – | 0.14% | 114 |
|
|
2022
Q4 | $1.07M | Hold |
22,360
| – | – | 0.14% | 108 |
|
|
2022
Q3 | $1.06M | Buy |
22,360
+445
| +2% | +$21.1K | 0.15% | 103 |
|
|
2022
Q2 | $1.06M | Sell |
21,915
-2,000
| -8% | -$96.9K | 0.14% | 106 |
|
|
2022
Q1 | $1.18M | Sell |
23,915
-3,182
| -12% | -$157K | 0.16% | 89 |
|
|
2021
Q4 | $1.38M | Sell |
27,097
-7,119
| -21% | -$363K | 0.17% | 85 |
|
|
2021
Q3 | $1.77M | Sell |
34,216
-2,196
| -6% | -$113K | 0.25% | 74 |
|
|
2021
Q2 | $1.89M | Sell |
36,412
-6,178
| -15% | -$320K | 0.27% | 71 |
|
|
2021
Q1 | $2.21M | Sell |
42,590
-36,025
| -46% | -$1.87M | 0.34% | 61 |
|
|
2020
Q4 | $4.11M | Sell |
78,615
-8,580
| -10% | -$448K | 0.81% | 31 |
|
|
2020
Q3 | $4.55M | Sell |
87,195
-5,095
| -6% | -$266K | 1.03% | 23 |
|
|
2020
Q2 | $4.81M | Sell |
92,290
-322,661
| -78% | -$16.8M | 1.21% | 20 |
|
|
2020
Q1 | $20.8M | Buy |
414,951
+24,853
| +6% | +$1.25M | 5.55% | 3 |
|
|
2019
Q4 | $20.1M | Buy |
+390,098
| New | +$20.1M | 4.46% | 5 |
|