Summit Financial’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 | $7.37M | Buy |
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|
2025
Q1 | $7.04M | Sell |
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|
2024
Q4 | $7.32M | Buy |
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|
2024
Q3 | $6.93M | Buy |
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|
2024
Q2 | $4.46M | Sell |
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|
2024
Q1 | $4.54M | Sell |
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|
2023
Q4 | $5.33M | Buy |
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|
2023
Q3 | $5.16M | Buy |
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|
2023
Q2 | $4.92M | Buy |
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|
2023
Q1 | $665K | Buy |
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|
2022
Q4 | $656K | Sell |
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|
2022
Q3 | $809K | Sell |
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|
2022
Q2 | $856K | Sell |
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|
2022
Q1 | $876K | Sell |
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|
2021
Q4 | $935K | Buy |
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|
2021
Q3 | $696K | Sell |
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|
2021
Q2 | $821K | Buy |
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|
2021
Q1 | $808K | Buy |
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|
2020
Q4 | $809K | Buy |
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