Waterloo Capital’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 | $17.3M | Buy |
341,102
+104,429
| +44% | +$5.28M | 1.39% | 16 |
|
|
2025
Q1 | $11.9M | Buy |
236,673
+36,039
| +18% | +$1.81M | 1.11% | 21 |
|
|
2024
Q4 | $9.98M | Buy |
200,634
+26,542
| +15% | +$1.32M | 1.05% | 26 |
|
|
2024
Q3 | $8.78M | Buy |
174,092
+82,354
| +90% | +$4.15M | 0.96% | 27 |
|
|
2024
Q2 | $4.52M | Buy |
91,738
+70,931
| +341% | +$3.49M | 0.54% | 46 |
|
|
2024
Q1 | $1.02M | Buy |
+20,807
| New | +$1.02M | 0.13% | 145 |
|