9258 Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

9258 Wealth Management’s Portfolio SLQD Stock Details SLQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$291K	Sell	5,773 -284	-5%	-$14.2K	0.04%	274
2024 Q2	$298K	Sell	6,057 -629	-9%	-$30.9K	0.05%	268
2024 Q1	$329K	Hold	6,686	–	–	0.05%	257
2023 Q4	$329K	Hold	6,686	–	–	0.06%	242
2023 Q3	$321K	Hold	6,686	–	–	0.06%	234
2023 Q2	$322K	Sell	6,686 -1,373	-17%	-$66.4K	0.06%	245
2023 Q1	$391K	Sell	8,059 -188	-2%	-$9.05K	0.08%	214
2022 Q4	$395K	Sell	8,247 -239	-3%	-$11.4K	0.09%	206
2022 Q3	$402K	Sell	8,486 -2,677	-24%	-$130K	0.1%	190
2022 Q2	$541K	Sell	11,163 -1,789	-14%	-$87.2K	0.14%	162
2022 Q1	$639K	Buy	12,952 +3	+0%	+$150	0.15%	155
2021 Q4	$661K	Buy	12,949 +1,090	+9%	+$55.9K	0.15%	151
2021 Q3	$613K	Buy	11,859 +3,108	+36%	+$161K	0.16%	145
2021 Q2	$454K	Buy	+8,751	New	+$454K	0.12%	185

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

9258 Wealth Management's SLQD Position: Q3 2024 in Review

9258 Wealth Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 4.7% in Q3 2024, selling an estimated $14.2K and leaving 5,773 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #274.

9258 Wealth Management first reported a position in SLQD in Q2 2021 and has held it in 14 quarters since. The position peaked at $661K in Q4 2021. 237 funds tracked by Wall St. Rank hold SLQD as of Q3 2024.

9258 Wealth Management held 5,773 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $291K as of Q3 2024.
9258 Wealth Management sold 284 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $14.2K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #274 holding.
9258 Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 14 quarters since.
9258 Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $661K in Q4 2021.
237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.