Benjamin F. Edwards & Company’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Benjamin F. Edwards & Company’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	-299	Closed	-$14K	–	2169
2023 Q3	$14K	Hold	299	–	–	﹤0.01%	1326
2023 Q2	$14K	Sell	299 -768	-72%	-$37.1K	﹤0.01%	1358
2023 Q1	$52K	Hold	1,067	–	–	﹤0.01%	1087
2022 Q4	$51K	Sell	1,067 -1,469	-58%	-$70K	﹤0.01%	1074
2022 Q3	$120K	Buy	2,536 +686	+37%	+$33.2K	0.01%	811
2022 Q2	$90K	Buy	1,850 +1,337	+261%	+$65.2K	﹤0.01%	890
2022 Q1	$25K	Buy	513 +113	+28%	+$5.66K	﹤0.01%	1191
2021 Q4	$20K	Hold	400	–	–	﹤0.01%	1245
2021 Q3	$21K	Hold	400	–	–	﹤0.01%	1221
2021 Q2	$21K	Buy	+400	New	+$20.7K	﹤0.01%	1218
2020 Q4	–	Sell	-77	Closed	-$4K	–	1727
2020 Q3	$4K	Hold	77	–	–	﹤0.01%	1485
2020 Q2	$4K	Sell	77 -154	-67%	-$7.92K	﹤0.01%	1492
2020 Q1	$12K	Sell	231 -132	-36%	-$6.69K	﹤0.01%	1213
2019 Q4	$19K	Buy	+363	New	+$18.5K	﹤0.01%	1257
2018 Q3	–	Sell	-55	Closed	-$3K	–	1660
2018 Q2	$3K	Hold	55	–	–	﹤0.01%	1495
2018 Q1	$3K	Hold	55	–	–	﹤0.01%	1490
2017 Q4	$3K	Buy	+55	New	+$2.77K	﹤0.01%	1444

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 $3.62B AUM 21.35% 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

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

Benjamin F. Edwards & Company's SLQD Position: Q4 2023 in Review

Benjamin F. Edwards & Company sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2023, closing a stake of 299 shares — an estimated $14K sold.

Benjamin F. Edwards & Company first reported a position in SLQD in Q4 2017 and held it in 17 quarters. The position peaked at $120K in Q3 2022. 244 funds tracked by Wall St. Rank hold SLQD as of Q4 2023.

Benjamin F. Edwards & Company reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 299 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $14K.
Benjamin F. Edwards & Company first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 17 quarters.
Benjamin F. Edwards & Company's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $120K in Q3 2022.
244 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2023, filed 6 Feb 2024.