Waverly Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Waverly Advisors’s Portfolio SLQD Stock Details SLQD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.25M	Buy
2025 Q2	$5.21M	Sell
2025 Q1	$5.22M	Buy
2024 Q4	$5.14M	Buy
2024 Q3	$4.79M	Sell
2024 Q2	$8.09M	Buy
2024 Q1	$7.65M	Buy