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Cetera Advisor Networks’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$7.78M Buy
157,972
+47,140
+43% +$2.32M 0.04% 450
2023
Q4 		$5.45M Sell
110,832
-2,851
-3% -$138K 0.03% 538
2023
Q3 		$5.46M Sell
113,683
-402
-0.4% -$19.3K 0.03% 481
2023
Q2 		$5.5M Sell
114,085
-1,260
-1% -$60.9K 0.04% 449
2023
Q1 		$5.59M Sell
115,345
-2,476
-2% -$119K 0.04% 437
2022
Q4 		$5.64M Buy
117,821
+1,796
+2% +$85.5K 0.05% 418
2022
Q3 		$5.5M Sell
116,025
-706
-0.6% -$34.2K 0.07% 298
2022
Q2 		$5.66M Buy
116,731
+30,081
+35% +$1.47M 0.07% 279
2022
Q1 		$4.28M Buy
86,650
+25,751
+42% +$1.29M 0.05% 358
2021
Q4 		$3.11M Sell
60,899
-21,045
-26% -$1.08M 0.04% 443
2021
Q3 		$4.24M Buy
81,944
+2,834
+4% +$147K 0.06% 319
2021
Q2 		$4.1M Buy
+79,110
New +$4.1M 0.06% 319
2020
Q3 		– Sell
-904
Closed -$47K – 2738
2020
Q2 		$47K Buy
+904
New +$46.5K ﹤0.01% 1933

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Advisor Networks's SLQD Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 43% in Q1 2024, buying an estimated $2.32M and bringing the position to 157,972 shares worth $7.78M. The position accounts for 0.04% of the portfolio, ranked #450.

Cetera Advisor Networks first reported a position in SLQD in Q2 2020 and has held it in 13 quarters since. 235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

  • Cetera Advisor Networks held 157,972 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $7.78M as of Q1 2024.
  • Cetera Advisor Networks bought 47,140 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $2.32M.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Cetera Advisor Networks's portfolio in Q1 2024, its #450 holding.
  • Cetera Advisor Networks first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 13 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.