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SLQD icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $625M AUM 17.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return