Ausdal Financial Partners’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Ausdal Financial Partners’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
2022 Q4	–	Sell	-25,384	Closed	-$1.2M	–	477
2022 Q3	$1.2M	Buy	25,384 +205	+0.8%	+$9.93K	0.19%	130
2022 Q2	$1.22M	Sell	25,179 -2,714	-10%	-$132K	0.18%	150
2022 Q1	$1.38M	Sell	27,893 -3,245	-10%	-$163K	0.19%	144
2021 Q4	$1.59M	Sell	31,138 -1,534	-5%	-$78.6K	0.21%	135
2021 Q3	$1.69M	Buy	+32,672	New	+$1.69M	0.25%	115

Other funds holding SLQD

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ausdal Financial Partners's SLQD Position: Q4 2022 in Review

Ausdal Financial Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2022, closing a stake of 25,384 shares — an estimated $1.2M sold.

Ausdal Financial Partners first reported a position in SLQD in Q3 2021 and held it in 5 quarters. The position peaked at $1.69M in Q3 2021. 242 funds tracked by Wall St. Rank hold SLQD as of Q4 2022.

Ausdal Financial Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Ausdal Financial Partners sold 25,384 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $1.2M.
Ausdal Financial Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 5 quarters.
Ausdal Financial Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.69M in Q3 2021.
242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Ausdal Financial Partners's 13F filing for Q4 2022, filed 3 Feb 2023.