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

Clearview Wealth 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
2022 Q3	–	Sell	-795	Closed	-$39K	–	633
2022 Q2	$39K	Hold	795	–	–	0.03%	208
2022 Q1	$39K	Buy	795 +413	+108%	+$20.7K	0.03%	225
2021 Q4	$20K	Hold	382	–	–	0.01%	335
2021 Q3	$20K	Buy	382 +2	+0.5%	+$104	0.01%	339
2021 Q2	$20K	Buy	380 +2	+0.5%	+$104	0.01%	342
2021 Q1	$20K	Buy	378 +1	+0.3%	+$52	0.01%	332
2020 Q4	$20K	Buy	+377	New	+$19.6K	0.01%	301

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

Clearview Wealth Advisors's SLQD Position: Q3 2022 in Review

Clearview Wealth Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2022, closing a stake of 795 shares — an estimated $39K sold.

Clearview Wealth Advisors first reported a position in SLQD in Q4 2020 and held it in 7 quarters. The position peaked at $39K in Q2 2022. 234 funds tracked by Wall St. Rank hold SLQD as of Q3 2022.

Clearview Wealth Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 795 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $39K.
Clearview Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Clearview Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $39K 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 Clearview Wealth Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.