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 |
|