TRIA
Trail Ridge Investment Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Sell |
75,207
-167
| -0.2% | -$8.43K | 1.83% | 15 |
|
|
2025
Q1 | $3.79M | Sell |
75,374
-6,929
| -8% | -$348K | 1.95% | 13 |
|
|
2024
Q4 | $4.09M | Buy |
82,303
+1,871
| +2% | +$93.1K | 1.95% | 11 |
|
|
2024
Q3 | $4.02M | Buy |
80,432
+5,593
| +7% | +$279K | 1.91% | 11 |
|
|
2024
Q2 | $3.69M | Buy |
74,839
+1,282
| +2% | +$63.1K | 1.91% | 11 |
|
|
2024
Q1 | $3.62M | Buy |
73,557
+37,451
| +104% | +$1.84M | 2.05% | 12 |
|
|
2023
Q4 | $1.78M | Buy |
36,106
+1,995
| +6% | +$98.2K | 1.09% | 27 |
|
|
2023
Q3 | $1.64M | Sell |
34,111
-14,048
| -29% | -$674K | 1.11% | 26 |
|
|
2023
Q2 | $2.32M | Buy |
48,159
+5,803
| +14% | +$280K | 1.43% | 17 |
|
|
2023
Q1 | $2.05M | Buy |
42,356
+15,102
| +55% | +$732K | 1.34% | 21 |
|
|
2022
Q4 | $1.3M | Buy |
27,254
+2,002
| +8% | +$95.8K | 0.9% | 40 |
|
|
2022
Q3 | $1.21M | Buy |
25,252
+6,902
| +38% | +$330K | 0.8% | 43 |
|
|
2022
Q2 | $889K | Sell |
18,350
-2,260
| -11% | -$109K | 0.6% | 50 |
|
|
2022
Q1 | $1.02M | Buy |
20,610
+848
| +4% | +$41.8K | 0.62% | 49 |
|
|
2021
Q4 | $1.01M | Buy |
+19,762
| New | +$1.01M | 0.61% | 52 |
|