Coombe, Bender & Co’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Coombe, Bender & Co’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 Q2	$8.48M	Buy	172,169 +21,514	+14%	+$1.06M	4.99%	5
2024 Q1	$7.42M	Buy	150,655 +27,346	+22%	+$1.34M	4.51%	4
2023 Q4	$6.07M	Buy	123,309 +47,362	+62%	+$2.29M	3.79%	6
2023 Q3	$3.65M	Buy	75,947 +9,248	+14%	+$445K	2.74%	11
2023 Q2	$3.22M	Buy	66,699 +7,492	+13%	+$362K	2.34%	13
2023 Q1	$2.87M	Buy	59,207 +5,150	+10%	+$248K	2.25%	15
2022 Q4	$2.59M	Buy	54,057 +21,941	+68%	+$1.04M	2.36%	12
2022 Q3	$1.52M	Buy	32,116 +929	+3%	+$45K	1.35%	25
2022 Q2	$1.51M	Buy	+31,187	New	+$1.52M	1.28%	27

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Coombe, Bender & Co's SLQD Position: Q2 2024 in Review

Coombe, Bender & Co increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 14% in Q2 2024, buying an estimated $1.06M and bringing the position to 172,169 shares worth $8.48M. The position accounts for 4.99% of the portfolio, ranked #5.

Coombe, Bender & Co first reported a position in SLQD in Q2 2022 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2024.

Coombe, Bender & Co held 172,169 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $8.48M as of Q2 2024.
Coombe, Bender & Co bought 21,514 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $1.06M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 4.99% of Coombe, Bender & Co's portfolio in Q2 2024, its #5 holding.
Coombe, Bender & Co first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 9 quarters since.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.