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

Birchcreek Wealth Management’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	-4,692	Closed	-$225K	–	142
2023 Q3	$225K	Buy	4,692 +8	+0.2%	+$385	0.15%	123
2023 Q2	$226K	Buy	+4,684	New	+$227K	0.16%	119
2023 Q1	–	Sell	-4,347	Closed	-$208K	–	140
2022 Q4	$208K	Sell	4,347 -4,815	-53%	-$229K	0.19%	119
2022 Q3	$434K	Sell	9,162 -1,887	-17%	-$91.4K	0.4%	65
2022 Q2	$535K	Sell	11,049 -4,220	-28%	-$206K	0.48%	52
2022 Q1	$754K	Buy	15,269 +3,038	+25%	+$152K	0.67%	42
2021 Q4	$624K	Buy	12,231 +3,873	+46%	+$199K	0.54%	46
2021 Q3	$432K	Buy	8,358 +1,402	+20%	+$72.6K	0.4%	58
2021 Q2	$361K	Buy	6,956 +35	+0.5%	+$1.81K	0.35%	66
2021 Q1	$358K	Sell	6,921 -1,875	-21%	-$97.4K	0.38%	64
2020 Q4	$459K	Buy	+8,796	New	+$458K	0.45%	54

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

Birchcreek Wealth Management's SLQD Position: Q4 2023 in Review

Birchcreek Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2023, closing a stake of 4,692 shares — an estimated $225K sold.

Birchcreek Wealth Management first reported a position in SLQD in Q4 2020 and held it in 11 quarters. The position peaked at $754K in Q1 2022. 244 funds tracked by Wall St. Rank hold SLQD as of Q4 2023.

Birchcreek Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Birchcreek Wealth Management sold 4,692 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $225K.
Birchcreek Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
Birchcreek Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $754K in Q1 2022.
244 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Birchcreek Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.