CWM
SLQD icon

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

Curi 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
-246,315
Closed -$12.1M – 130
2023
Q4 		$12.1M Sell
246,315
-6,644
-3% -$321K 1.67% 20
2023
Q3 		$12.1M Sell
252,959
-17,984
-7% -$865K 1.86% 16
2023
Q2 		$13.1M Buy
270,943
+17,198
+7% +$832K 1.77% 16
2023
Q1 		$12.3M Sell
253,745
-147,944
-37% -$7.12M 1.77% 17
2022
Q4 		$19.2M Sell
401,689
-22,541
-5% -$1.07M 2.7% 6
2022
Q3 		$20.1M Buy
424,230
+81,124
+24% +$3.93M 3.33% 3
2022
Q2 		$16.6M Buy
343,106
+36,567
+12% +$1.78M 3.2% 4
2022
Q1 		$15.1M Buy
306,539
+22,225
+8% +$1.11M 2.62% 9
2021
Q4 		$14.5M Buy
284,314
+19,661
+7% +$1.01M 2.51% 11
2021
Q3 		$13.7M Buy
264,653
+35,873
+16% +$1.86M 6.29% 3
2021
Q2 		$11.9M Buy
228,780
+47,895
+26% +$2.48M 5.95% 3
2021
Q1 		$9.37M Buy
180,885
+20,408
+13% +$1.06M 5.94% 3
2020
Q4 		$8.38M Buy
+160,477
New +$8.36M 6.06% 3

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Curi Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2024, closing a stake of 246,315 shares — an estimated $12.1M sold.

Curi Wealth Management first reported a position in SLQD in Q4 2020 and held it in 13 quarters. The position peaked at $20.1M in Q3 2022. 235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

  • Curi 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.
  • Curi Wealth Management sold 246,315 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $12.1M.
  • Curi Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $20.1M in Q3 2022.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.