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

Bulltick 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 Q3	–	Sell	-7,910	Closed	-$381K	–	131
2023 Q2	$381K	Sell	7,910 -25,617	-76%	-$1.24M	0.08%	99
2023 Q1	$1.63M	Buy	33,527 +4,640	+16%	+$223K	0.42%	43
2022 Q4	$1.38M	Buy	28,887 +3,270	+13%	+$156K	0.39%	43
2022 Q3	$1.21M	Hold	25,617	–	–	0.36%	46
2022 Q2	$1.24M	Hold	25,617	–	–	0.33%	49
2022 Q1	$1.26M	Sell	25,617 -65,872	-72%	-$3.3M	0.28%	52
2021 Q4	$4.67M	Sell	91,489 -2,169	-2%	-$111K	0.92%	36
2021 Q3	$4.84M	Hold	93,658	–	–	1.1%	34
2021 Q2	$4.85M	Hold	93,658	–	–	1.12%	34
2021 Q1	$4.85M	Hold	93,658	–	–	1.35%	32
2020 Q4	$4.89M	Buy	+93,658	New	+$4.88M	1.44%	30

Other funds holding SLQD

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bulltick Wealth Management's SLQD Position: Q3 2023 in Review

Bulltick Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2023, closing a stake of 7,910 shares — an estimated $381K sold.

Bulltick Wealth Management first reported a position in SLQD in Q4 2020 and held it in 11 quarters. The position peaked at $4.89M in Q4 2020. 233 funds tracked by Wall St. Rank hold SLQD as of Q3 2023.

Bulltick Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Bulltick Wealth Management sold 7,910 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $381K.
Bulltick 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.
Bulltick Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $4.89M in Q4 2020.
233 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Bulltick Wealth Management's 13F filing for Q3 2023, filed 25 Apr 2024.