Acorn Financial Advisory Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Acorn Financial Advisory Services’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 Q1	–	Sell	-37,741	Closed	-$1.85M	–	251
2023 Q4	$1.85M	Sell	37,741 -724	-2%	-$35K	0.32%	44
2023 Q3	$1.84M	Sell	38,465 -3,629	-9%	-$175K	0.33%	48
2023 Q2	$2.03M	Sell	42,094 -156	-0.4%	-$7.54K	0.36%	37
2023 Q1	$2.05M	Sell	42,250 -1,390	-3%	-$66.9K	0.4%	31
2022 Q4	$2.09M	Sell	43,640 -4,061	-9%	-$193K	0.44%	25
2022 Q3	$2.26M	Sell	47,701 -9,357	-16%	-$453K	0.54%	22
2022 Q2	$2.77M	Sell	57,058 -4,611	-7%	-$225K	0.66%	18
2022 Q1	$3.04M	Sell	61,669 -1,281	-2%	-$64.2K	0.61%	20
2021 Q4	$3.21M	Sell	62,950 -230	-0.4%	-$11.8K	0.64%	21
2021 Q3	$3.27M	Buy	63,180 +1,446	+2%	+$74.9K	1.01%	19
2021 Q2	$3.21M	Buy	+61,734	New	+$3.2M	0.95%	18
2021 Q1	–	Sell	-42,726	Closed	-$2.23M	–	223
2020 Q4	$2.23M	Buy	42,726 +12,027	+39%	+$627K	0.88%	20
2020 Q3	$1.6M	Buy	30,699 +17,712	+136%	+$924K	0.84%	23
2020 Q2	$677K	Buy	+12,987	New	+$668K	0.47%	73

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorn Financial Advisory Services's SLQD Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2024, closing a stake of 37,741 shares — an estimated $1.85M sold.

Acorn Financial Advisory Services first reported a position in SLQD in Q2 2020 and held it in 14 quarters. The position peaked at $3.27M in Q3 2021. 235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

Acorn Financial Advisory Services reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 37,741 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $1.85M.
Acorn Financial Advisory Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 14 quarters.
Acorn Financial Advisory Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.27M in Q3 2021.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.