Vista Investment Management’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
$1.9M Sell
37,493
-749
-2% -$37.9K 0.7% 44
2025
Q1
$1.92M Sell
38,242
-450
-1% -$22.6K 0.75% 42
2024
Q4
$1.92M Buy
38,692
+1,334
+4% +$66.4K 0.73% 41
2024
Q3
$1.88M Sell
37,358
-42
-0.1% -$2.12K 0.71% 46
2024
Q2
$1.84M Sell
37,400
-4,647
-11% -$229K 0.75% 42
2024
Q1
$2.07M Sell
42,047
-298
-0.7% -$14.7K 0.84% 35
2023
Q4
$2.08M Sell
42,345
-287
-0.7% -$14.1K 0.97% 30
2023
Q3
$2.05M Buy
42,632
+2,474
+6% +$119K 1.07% 26
2023
Q2
$1.94M Buy
40,158
+5,101
+15% +$246K 0.98% 30
2023
Q1
$1.7M Buy
35,057
+4,168
+13% +$202K 0.9% 32
2022
Q4
$1.48M Buy
30,889
+8,295
+37% +$397K 0.84% 36
2022
Q3
$1.07M Buy
22,594
+4,138
+22% +$196K 0.66% 50
2022
Q2
$894K Buy
18,456
+10,155
+122% +$492K 0.54% 64
2022
Q1
$410K Buy
+8,301
New +$410K 0.22% 117