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

Advocacy Wealth Management 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 Q4	–	Sell	-5,402	Closed	-$272K	–	61
2024 Q3	$272K	Sell	5,402 -5,743	-52%	-$287K	0.02%	48
2024 Q2	$549K	Sell	11,145 -17,900	-62%	-$878K	0.05%	46
2024 Q1	$1.43M	Sell	29,045 -976,375	-97%	-$48M	0.12%	41
2023 Q4	$49.5M	Sell	1,005,420 -1,165,042	-54%	-$56.3M	4.7%	9
2023 Q3	$104M	Buy	2,170,462 +101,906	+5%	+$4.9M	11.59%	2
2023 Q2	$99.7M	Buy	2,068,556 +100,976	+5%	+$4.88M	11.39%	2
2023 Q1	$95.4M	Buy	1,967,580 +118,607	+6%	+$5.71M	11.58%	2
2022 Q4	$88.5M	Buy	1,848,973 +136,462	+8%	+$6.5M	11.69%	1
2022 Q3	$81.4M	Buy	1,712,511 +50,794	+3%	+$2.46M	11.89%	4
2022 Q2	$80.5M	Buy	+1,661,717	New	+$81M	12.95%	3

Other funds holding SLQD

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

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

LWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

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

WIA

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

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

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Advocacy Wealth Management Services's SLQD Position: Q4 2024 in Review

Advocacy Wealth Management Services sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2024, closing a stake of 5,402 shares — an estimated $272K sold.

Advocacy Wealth Management Services first reported a position in SLQD in Q2 2022 and held it in 10 quarters. The position peaked at $104M in Q3 2023. 247 funds tracked by Wall St. Rank hold SLQD as of Q4 2024.

Advocacy Wealth Management Services reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Advocacy Wealth Management Services sold 5,402 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $272K.
Advocacy Wealth Management Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
Advocacy Wealth Management Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $104M in Q3 2023.
247 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2024, filed 14 Feb 2025.