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Caliber Wealth Management (Utah)’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Caliber Wealth Management (Utah)’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
2021
Q3 		– Sell
-4,426
Closed -$229K – 75
2021
Q2 		$229K Sell
4,426
-6,047
-58% -$314K 0.16% 73
2021
Q1 		$542K Hold
10,473
– – 0.39% 61
2020
Q4 		$547K Buy
+10,473
New +$546K 0.54% 57

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FMII
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Caliber Wealth Management (Utah)'s SLQD Position: Q3 2021 in Review

Caliber Wealth Management (Utah) sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2021, closing a stake of 4,426 shares — an estimated $229K sold.

Caliber Wealth Management (Utah) first reported a position in SLQD in Q4 2020 and held it in 3 quarters. The position peaked at $547K in Q4 2020. 211 funds tracked by Wall St. Rank hold SLQD as of Q3 2021.

  • Caliber Wealth Management (Utah) reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 4,426 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $229K.
  • Caliber Wealth Management (Utah) first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Caliber Wealth Management (Utah)'s iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $547K in Q4 2020.
  • 211 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q3 2021, filed 25 Oct 2021.