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

BDO Wealth Advisors’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
2023 Q2	$594K	Sell	12,325 -150	-1%	-$7.25K	0.07%	163
2023 Q1	$605K	Sell	12,475 -200	-2%	-$9.63K	0.07%	156
2022 Q4	$607K	Sell	12,675 -2,825	-18%	-$135K	0.08%	160
2022 Q3	$735K	Hold	15,500	–	–	0.1%	144
2022 Q2	$751K	Hold	15,500	–	–	0.09%	145
2022 Q1	$765K	Sell	15,500 -2,000	-11%	-$100K	0.08%	148
2021 Q4	$893K	Sell	17,500 -100	-0.6%	-$5.13K	0.09%	143
2021 Q3	$910K	Hold	17,600	–	–	0.1%	138
2021 Q2	$912K	Hold	17,600	–	–	0.1%	138
2021 Q1	$911K	Sell	17,600 -600	-3%	-$31.2K	0.11%	138
2020 Q4	$950K	Sell	18,200 -550	-3%	-$28.7K	0.13%	109
2020 Q3	$977K	Sell	18,750 -250	-1%	-$13K	0.16%	96
2020 Q2	$990K	Sell	19,000 -100	-0.5%	-$5.14K	0.17%	90
2020 Q1	$958K	Sell	19,100 -1,110	-5%	-$56.2K	0.19%	88
2019 Q4	$1.03M	Buy	20,210 +10	+0%	+$511	0.27%	74
2019 Q3	$1.03M	Hold	20,200	–	–	0.26%	74
2019 Q2	$1.03M	Hold	20,200	–	–	0.28%	74
2019 Q1	$1.02M	Hold	20,200	–	–	0.3%	69
2018 Q4	$1M	Buy	+20,200	New	+$998K	0.34%	63

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FMII

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

BDO Wealth Advisors's SLQD Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 1.2% in Q2 2023, selling an estimated $7.25K and leaving 12,325 shares worth $594K. The position accounts for 0.07% of the portfolio, ranked #163.

BDO Wealth Advisors first reported a position in SLQD in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.03M in Q3 2019. 229 funds tracked by Wall St. Rank hold SLQD as of Q2 2023.

BDO Wealth Advisors held 12,325 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $594K as of Q2 2023.
BDO Wealth Advisors sold 150 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $7.25K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.07% of BDO Wealth Advisors's portfolio in Q2 2023, its #163 holding.
BDO Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 19 quarters since.
BDO Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.03M in Q3 2019.
229 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.