Sunbelt Securities’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 | $167K | Hold |
3,354
| – | – | 0.01% | 635 |
|
|
2025
Q1 | $169K | Hold |
3,354
| – | – | 0.02% | 607 |
|
|
2024
Q4 | $167K | Buy |
3,354
+627
| +23% | +$31.2K | 0.01% | 636 |
|
|
2024
Q3 | $138K | Hold |
2,727
| – | – | 0.01% | 687 |
|
|
2024
Q2 | $134K | Hold |
2,727
| – | – | 0.01% | 662 |
|
|
2024
Q1 | $134K | Hold |
2,727
| – | – | 0.02% | 647 |
|
|
2023
Q4 | $134K | Hold |
2,727
| – | – | 0.02% | 596 |
|
|
2023
Q3 | $131K | Sell |
2,727
-26
| -0.9% | -$1.25K | 0.02% | 579 |
|
|
2023
Q2 | $133K | Sell |
2,753
-200
| -7% | -$9.64K | 0.02% | 567 |
|
|
2023
Q1 | $143K | Buy |
+2,953
| New | +$143K | 0.02% | 502 |
|
|
2022
Q3 | – | Sell |
-4,542
| Closed | -$220K | – | 448 |
|
|
2022
Q2 | $220K | Buy |
4,542
+2
| +0% | +$97 | 0.05% | 390 |
|
|
2022
Q1 | $224K | Hold |
4,540
| – | – | 0.04% | 419 |
|
|
2021
Q4 | $228K | Sell |
4,540
-564
| -11% | -$28.3K | 0.04% | 424 |
|
|
2021
Q3 | $264K | Hold |
5,104
| – | – | 0.05% | 376 |
|
|
2021
Q2 | $264K | Buy |
5,104
+195
| +4% | +$10.1K | 0.05% | 376 |
|
|
2021
Q1 | $254K | Buy |
+4,909
| New | +$254K | 0.05% | 365 |
|