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

Cetera Advisors’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	$4.01M	Buy	+81,571	New	+$4.01M	0.03%	530
2022 Q1	–	Sell	-6,782	Closed	-$346K	–	1518
2021 Q4	$346K	Hold	6,782	–	–	0.01%	1057
2021 Q3	$350K	Buy	+6,782	New	+$351K	0.01%	1032
2019 Q3	–	Sell	-4,572	Closed	-$233K	–	962
2019 Q2	$233K	Sell	4,572 -51	-1%	-$2.58K	0.01%	798
2019 Q1	$233K	Hold	4,623	–	–	0.01%	724
2018 Q4	$229K	Sell	4,623 -10,526	-69%	-$520K	0.01%	715
2018 Q3	$752K	Buy	15,149 +10,526	+228%	+$523K	0.04%	429
2018 Q2	$229K	Sell	4,623 -2,028	-30%	-$101K	0.01%	768
2018 Q1	$329K	Sell	6,651 -3,405	-34%	-$170K	0.02%	577
2017 Q4	$506K	Buy	10,056 +5,226	+108%	+$263K	0.03%	434
2017 Q3	$245K	Buy	+4,830	New	+$244K	0.01%	681

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Advisors's SLQD Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2024: 81,571 shares worth $4.01M. The stake represents 0.03% of the portfolio and ranks #530 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in SLQD as recently as Q4 2021.

Cetera Advisors first reported a position in SLQD in Q3 2017 and has held it in 11 quarters since. 235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

Cetera Advisors held 81,571 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $4.01M as of Q1 2024.
iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Cetera Advisors position in Q1 2024.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #530 holding.
Cetera Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 11 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.