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

Comprehensive Wealth 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
2024 Q1	–	Sell	-25,830	Closed	-$1.27M	–	31
2023 Q4	$1.27M	Sell	25,830 -417	-2%	-$20.2K	1.15%	12
2023 Q3	$1.26M	Sell	26,247 -1,432	-5%	-$68.9K	1.19%	13
2023 Q2	$1.33M	Sell	27,679 -2,989	-10%	-$145K	1.16%	11
2023 Q1	$1.49M	Buy	30,668 +10,775	+54%	+$519K	1.22%	12
2022 Q4	$952K	Buy	19,893 +14,858	+295%	+$708K	0.88%	13
2022 Q3	$239K	Buy	+5,035	New	+$244K	0.24%	30

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 $4.13B AUM 32.58% 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

Comprehensive Wealth Management's SLQD Position: Q1 2024 in Review

Comprehensive Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2024, closing a stake of 25,830 shares — an estimated $1.27M sold.

Comprehensive Wealth Management first reported a position in SLQD in Q3 2022 and held it in 6 quarters. The position peaked at $1.49M in Q1 2023. 235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

Comprehensive Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Comprehensive Wealth Management sold 25,830 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $1.27M.
Comprehensive Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 6 quarters.
Comprehensive Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.49M in Q1 2023.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Comprehensive Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.