WIA
World Investment Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.9M | Buy |
946,574
+76,635
| +9% | +$3.88M | 1.09% | 11 |
|
|
2025
Q1 | $43.7M | Buy |
869,939
+32,907
| +4% | +$1.65M | 1.14% | 9 |
|
|
2024
Q4 | $41.6M | Buy |
837,032
+32,557
| +4% | +$1.62M | 1.14% | 11 |
|
|
2024
Q3 | $40.6M | Buy |
804,475
+15,820
| +2% | +$798K | 1.27% | 7 |
|
|
2024
Q2 | $38.9M | Buy |
788,655
+333,209
| +73% | +$16.4M | 2.42% | 5 |
|
|
2024
Q1 | $22.4M | Sell |
455,446
-234,068
| -34% | -$11.5M | 3.21% | 4 |
|
|
2023
Q4 | $33.9M | Sell |
689,514
-63,389
| -8% | -$3.12M | 4.41% | 2 |
|
|
2023
Q3 | $36.1M | Buy |
752,903
+23,808
| +3% | +$1.14M | 7.16% | 1 |
|
|
2023
Q2 | $35.1M | Buy |
729,095
+25,275
| +4% | +$1.22M | 6.8% | 1 |
|
|
2023
Q1 | $34.1M | Buy |
703,820
+42,030
| +6% | +$2.04M | 7.11% | 1 |
|
|
2022
Q4 | $31.7M | Sell |
661,790
-3,327
| -0.5% | -$159K | 7.26% | 1 |
|
|
2022
Q3 | $31.5M | Buy |
665,117
+4,780
| +0.7% | +$227K | 7.49% | 1 |
|
|
2022
Q2 | $32.3M | Sell |
660,337
-18,931
| -3% | -$926K | 6.78% | 1 |
|
|
2022
Q1 | $33.5M | Sell |
679,268
-13,552
| -2% | -$669K | 6.96% | 1 |
|
|
2021
Q4 | $34.7M | Buy |
692,820
+26,507
| +4% | +$1.33M | 7.25% | 1 |
|
|
2021
Q3 | $34.4M | Buy |
666,313
+23,585
| +4% | +$1.22M | 7.79% | 1 |
|
|
2021
Q2 | $33.3M | Sell |
642,728
-3,047
| -0.5% | -$158K | 7.62% | 1 |
|
|
2021
Q1 | $33.5M | Buy |
645,775
+132,833
| +26% | +$6.89M | 8.07% | 1 |
|
|
2020
Q4 | $26.7M | Buy |
512,942
+250,483
| +95% | +$13.1M | 6.77% | 2 |
|
|
2020
Q3 | $13.7M | Buy |
262,459
+11,795
| +5% | +$615K | 4.68% | 4 |
|
|
2020
Q2 | $13.1M | Sell |
250,664
-35,070
| -12% | -$1.83M | 4.58% | 4 |
|
|
2020
Q1 | $14.3M | Sell |
285,734
-19,712
| -6% | -$988K | 6.65% | 2 |
|
|
2019
Q4 | $15.6M | Sell |
305,446
-52,378
| -15% | -$2.67M | 6.08% | 3 |
|
|
2019
Q3 | $18.3M | Buy |
357,824
+15,086
| +4% | +$771K | 7.84% | 3 |
|
|
2019
Q2 | $17.5M | Buy |
342,738
+42,995
| +14% | +$2.19M | 7.72% | 3 |
|
|
2019
Q1 | $15.1M | Buy |
299,743
+3,038
| +1% | +$153K | 6.88% | 3 |
|
|
2018
Q4 | $14.7M | Buy |
+296,705
| New | +$14.7M | 6.59% | 3 |
|