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

Centric 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
2022
Q4 		– Sell
-5,779
Closed -$274K – 119
2022
Q3 		$274K Buy
5,779
+1,279
+28% +$61.9K 0.11% 101
2022
Q2 		$218K Buy
+4,500
New +$219K 0.08% 117

Other funds holding SLQD

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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $3.62B AUM 21.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Centric Wealth Management's SLQD Position: Q4 2022 in Review

Centric Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2022, closing a stake of 5,779 shares — an estimated $274K sold.

Centric Wealth Management first reported a position in SLQD in Q2 2022 and held it in 2 quarters. The position peaked at $274K in Q3 2022. 242 funds tracked by Wall St. Rank hold SLQD as of Q4 2022.

  • Centric Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Centric Wealth Management sold 5,779 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $274K.
  • Centric Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Centric Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $274K in Q3 2022.
  • 242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Centric Wealth Management's 13F filing for Q4 2022, filed 4 Jan 2023.