Clear Creek Financial Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Clear Creek Financial 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 Q3	–	Sell	-5,899	Closed	-$286K	–	311
2022 Q2	$286K	Buy	5,899 +1,460	+33%	+$71.2K	0.06%	220
2022 Q1	$219K	Buy	+4,439	New	+$222K	0.03%	299

Other funds holding SLQD

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Clear Creek Financial Management's SLQD Position: Q3 2022 in Review

Clear Creek Financial Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2022, closing a stake of 5,899 shares — an estimated $286K sold.

Clear Creek Financial Management first reported a position in SLQD in Q1 2022 and held it in 2 quarters. The position peaked at $286K in Q2 2022. 234 funds tracked by Wall St. Rank hold SLQD as of Q3 2022.

Clear Creek Financial Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Clear Creek Financial Management sold 5,899 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $286K.
Clear Creek Financial Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
Clear Creek Financial Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $286K in Q2 2022.
234 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Clear Creek Financial Management's 13F filing for Q3 2022, filed 24 Oct 2022.