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

Clear Perspectives Financial Planning’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 Q1	–	Sell	-12,155	Closed	-$621K	–	230
2021 Q4	$621K	Sell	12,155 -1,225	-9%	-$62.8K	0.25%	38
2021 Q3	$691K	Buy	13,380 +991	+8%	+$51.3K	0.31%	36
2021 Q2	$642K	Buy	12,389 +1,051	+9%	+$54.5K	0.31%	38
2021 Q1	$587K	Buy	11,338 +10,638	+1,520%	+$553K	0.34%	35
2020 Q4	$37K	Buy	+700	New	+$36.5K	0.02%	98

Other funds holding SLQD

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

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

FMII

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

Clear Perspectives Financial Planning's SLQD Position: Q1 2022 in Review

Clear Perspectives Financial Planning sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2022, closing a stake of 12,155 shares — an estimated $621K sold.

Clear Perspectives Financial Planning first reported a position in SLQD in Q4 2020 and held it in 5 quarters. The position peaked at $691K in Q3 2021. 237 funds tracked by Wall St. Rank hold SLQD as of Q1 2022.

Clear Perspectives Financial Planning reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 12,155 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $621K.
Clear Perspectives Financial Planning first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Clear Perspectives Financial Planning's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $691K in Q3 2021.
237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.