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

Beacon Financial Advisory’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
Q4 		– Sell
-11,709
Closed -$562K – 253
2023
Q3 		$562K Buy
11,709
+4
+0% +$192 0.31% 101
2023
Q2 		$564K Buy
11,705
+3
+0% +$145 0.32% 102
2023
Q1 		$567K Buy
11,702
+41
+0.4% +$1.97K 0.36% 93
2022
Q4 		$558K Sell
11,661
-2,615
-18% -$125K 0.4% 81
2022
Q3 		$677K Buy
14,276
+1,503
+12% +$72.8K 0.48% 65
2022
Q2 		$619K Buy
12,773
+13
+0.1% +$634 0.35% 91
2022
Q1 		$630K Sell
12,760
-2,186
-15% -$110K 0.3% 101
2021
Q4 		$763K Buy
14,946
+4,443
+42% +$228K 0.35% 88
2021
Q3 		$543K Sell
10,503
-224
-2% -$11.6K 0.28% 113
2021
Q2 		$556K Buy
10,727
+31
+0.3% +$1.61K 0.3% 112
2021
Q1 		$554K Sell
10,696
-4,240
-28% -$220K 0.32% 104
2020
Q4 		$779K Buy
14,936
+1,778
+14% +$92.6K 0.51% 59
2020
Q3 		$685K Buy
13,158
+4,011
+44% +$209K 0.6% 47
2020
Q2 		$476K Buy
9,147
+12
+0.1% +$617 0.52% 56
2020
Q1 		$458K Buy
9,135
+505
+6% +$25.6K 0.58% 51
2019
Q4 		$440K Buy
+8,630
New +$441K 0.38% 81

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Beacon Financial Advisory's SLQD Position: Q4 2023 in Review

Beacon Financial Advisory sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2023, closing a stake of 11,709 shares — an estimated $562K sold.

Beacon Financial Advisory first reported a position in SLQD in Q4 2019 and held it in 16 quarters. The position peaked at $779K in Q4 2020. 244 funds tracked by Wall St. Rank hold SLQD as of Q4 2023.

  • Beacon Financial Advisory reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Beacon Financial Advisory sold 11,709 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $562K.
  • Beacon Financial Advisory first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 16 quarters.
  • Beacon Financial Advisory's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $779K in Q4 2020.
  • 244 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Beacon Financial Advisory's 13F filing for Q4 2023, filed 23 Jan 2024.