Sunbelt Securities’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
2026 Q1	$135K	Hold	2,671	–	–	0.01%	744
2025 Q4	$135K	Hold	2,671	–	–	0.01%	742
2025 Q3	$136K	Sell	2,671 -683	-20%	-$34.6K	0.01%	748
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%	+$31.3K	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%	-$9.67K	0.02%	567
2023 Q1	$143K	Buy	+2,953	New	+$142K	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%	-$28.9K	0.04%	424
2021 Q3	$264K	Hold	5,104	–	–	0.05%	377
2021 Q2	$264K	Buy	5,104 +195	+4%	+$10.1K	0.05%	376
2021 Q1	$254K	Buy	+4,909	New	+$255K	0.05%	366