Strategic Advocates’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
Q1 | – | Sell |
-18,087
| Closed | -$900K | – | 126 |
|
2024
Q4 | $900K | Buy |
18,087
+2,760
| +18% | +$137K | 0.3% | 51 |
|
2024
Q3 | $773K | Sell |
15,327
-3,036
| -17% | -$153K | 0.28% | 55 |
|
2024
Q2 | $904K | Buy |
18,363
+426
| +2% | +$21K | 0.36% | 39 |
|
2024
Q1 | $883K | Buy |
17,937
+780
| +5% | +$38.4K | 0.34% | 52 |
|
2023
Q4 | $844K | Buy |
17,157
+3,010
| +21% | +$148K | 0.36% | 57 |
|
2023
Q3 | $679K | Buy |
+14,147
| New | +$679K | 0.32% | 62 |
|