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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Hold |
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|
2025
Q1 | $901K | Hold |
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|
2024
Q4 | $891K | Hold |
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|
2024
Q3 | $904K | Sell |
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|
2024
Q2 | $903K | Hold |
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|
2024
Q1 | $902K | Hold |
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|
2023
Q4 | $902K | Sell |
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|
2023
Q3 | $1.08M | Hold |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $1.07M | Hold |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.38M | Sell |
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|
2021
Q3 | $1.77M | Sell |
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|
2021
Q2 | $1.89M | Sell |
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|
2021
Q1 | $2.21M | Sell |
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|
2020
Q4 | $4.11M | Sell |
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|
2020
Q3 | $4.54M | Sell |
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|
2020
Q2 | $4.81M | Sell |
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|
2020
Q1 | $20.8M | Buy |
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|
2019
Q4 | $20.1M | Buy |
|