Waverly Advisors’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 | $5.21M | Sell |
103,043
-725
| -0.7% | -$36.7K | 0.06% | 303 |
|
|
2025
Q1 | $5.22M | Buy |
103,768
+478
| +0.5% | +$24K | 0.06% | 288 |
|
|
2024
Q4 | $5.14M | Buy |
103,290
+8,258
| +9% | +$411K | 0.08% | 214 |
|
|
2024
Q3 | $4.79M | Sell |
95,032
-69,235
| -42% | -$3.49M | 0.09% | 200 |
|
|
2024
Q2 | $8.09M | Buy |
164,267
+8,894
| +6% | +$438K | 0.16% | 133 |
|
|
2024
Q1 | $7.65M | Buy |
+155,373
| New | +$7.65M | 0.18% | 107 |
|