BMM
SLQD icon

Buffington Mohr McNeal’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Buffington Mohr McNeal’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
-92,440
Closed -$4.44M – 130
2023
Q3 		$4.44M Sell
92,440
-65,706
-42% -$3.16M 1.01% 35
2023
Q2 		$7.62M Sell
158,146
-7,828
-5% -$379K 1.65% 24
2023
Q1 		$8.05M Sell
165,974
-25,471
-13% -$1.23M 1.84% 20
2022
Q4 		$9.16M Sell
191,445
-72,587
-27% -$3.46M 2.13% 15
2022
Q3 		$12.5M Sell
264,032
-49,092
-16% -$2.38M 3.01% 8
2022
Q2 		$15.2M Sell
313,124
-30,844
-9% -$1.5M 3.33% 8
2022
Q1 		$17M Sell
343,968
-5,683
-2% -$285K 3.21% 8
2021
Q4 		$17.9M Buy
349,651
+28,082
+9% +$1.44M 3.06% 8
2021
Q3 		$16.6M Buy
321,569
+68,891
+27% +$3.57M 3.19% 8
2021
Q2 		$13.1M Buy
252,678
+10,783
+4% +$559K 2.57% 8
2021
Q1 		$12.5M Buy
241,895
+74,060
+44% +$3.85M 2.69% 8
2020
Q4 		$8.76M Buy
167,835
+29,888
+22% +$1.56M 2.04% 13
2020
Q3 		$7.19M Buy
137,947
+20,415
+17% +$1.07M 1.9% 16
2020
Q2 		$6.13M Buy
117,532
+14,245
+14% +$733K 1.72% 19
2020
Q1 		$5.18M Buy
103,287
+5,742
+6% +$291K 1.72% 20
2019
Q4 		$4.98M Buy
97,545
+22,126
+29% +$1.13M 1.41% 26
2019
Q3 		$3.86M Buy
75,419
+11,948
+19% +$609K 1.18% 29
2019
Q2 		$3.23M Buy
63,471
+9,841
+18% +$497K 1.01% 32
2019
Q1 		$2.71M Buy
53,630
+1,027
+2% +$51.3K 0.87% 35
2018
Q4 		$2.6M Buy
52,603
+1,235
+2% +$61K 1.05% 31
2018
Q3 		$2.55M Buy
51,368
+5,485
+12% +$272K 0.88% 37
2018
Q2 		$2.28M Buy
45,883
+14,482
+46% +$718K 0.86% 37
2018
Q1 		$1.56M Buy
31,401
+517
+2% +$25.8K 0.6% 43
2017
Q4 		$1.55M Buy
30,884
+4,052
+15% +$204K 0.59% 45
2017
Q3 		$1.36M Buy
26,832
+2,348
+10% +$119K 0.53% 49
2017
Q2 		$1.24M Buy
24,484
+9,450
+63% +$477K 0.49% 55
2017
Q1 		$758K Buy
15,034
+10,025
+200% +$504K 0.33% 64
2016
Q4 		$251K Buy
+5,009
New +$252K 0.1% 110

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 $714M AUM 21.49% 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

Buffington Mohr McNeal's SLQD Position: Q4 2023 in Review

Buffington Mohr McNeal sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2023, closing a stake of 92,440 shares — an estimated $4.44M sold.

Buffington Mohr McNeal first reported a position in SLQD in Q4 2016 and held it in 28 quarters. The position peaked at $17.9M in Q4 2021. 244 funds tracked by Wall St. Rank hold SLQD as of Q4 2023.

  • Buffington Mohr McNeal reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Buffington Mohr McNeal sold 92,440 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $4.44M.
  • Buffington Mohr McNeal first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 28 quarters.
  • Buffington Mohr McNeal's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $17.9M in Q4 2021.
  • 244 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Buffington Mohr McNeal's 13F filing for Q4 2023, filed 30 Jan 2024.