Summa Corp’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 | $607K | Hold |
12,000
| – | – | 0.32% | 34 |
|
|
2025
Q1 | $603K | Hold |
12,000
| – | – | 0.35% | 32 |
|
|
2024
Q4 | $597K | Hold |
12,000
| – | – | 0.29% | 32 |
|
|
2024
Q3 | $605K | Hold |
12,000
| – | – | 0.29% | 31 |
|
|
2024
Q2 | $591K | Hold |
12,000
| – | – | 0.29% | 27 |
|
|
2024
Q1 | $591K | Hold |
12,000
| – | – | 0.32% | 28 |
|
|
2023
Q4 | $590K | Buy |
+12,000
| New | +$590K | 0.41% | 28 |
|