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

Clearstead 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
Q4 		– Sell
-1,400
Closed -$70.6K – 2180
2024
Q3 		$70.6K Hold
1,400
– – ﹤0.01% 1122
2024
Q2 		$69K Hold
1,400
– – ﹤0.01% 1085
2024
Q1 		$68.6K Buy
1,400
+862
+160% +$42.4K ﹤0.01% 692
2023
Q4 		$26.5K Buy
+538
New +$26K ﹤0.01% 892

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Clearstead Advisors's SLQD Position: Q4 2024 in Review

Clearstead Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2024, closing a stake of 1,400 shares — an estimated $70.6K sold.

Clearstead Advisors first reported a position in SLQD in Q4 2023 and held it in 4 quarters. The position peaked at $70.6K in Q3 2024. 247 funds tracked by Wall St. Rank hold SLQD as of Q4 2024.

  • Clearstead Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Clearstead Advisors sold 1,400 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $70.6K.
  • Clearstead Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Clearstead Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $70.6K in Q3 2024.
  • 247 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.