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

DB Wealth Management Group’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
2023 Q4	$1.11M	Sell	22,531 -930	-4%	-$44.9K	0.63%	36
2023 Q3	$1.13M	Sell	23,461 -294	-1%	-$14.1K	0.71%	31
2023 Q2	$1.15M	Sell	23,755 -766	-3%	-$37K	0.7%	32
2023 Q1	$1.19M	Buy	24,521 +1,034	+4%	+$49.8K	0.75%	32
2022 Q4	$1.12M	Buy	23,487 +48	+0.2%	+$2.29K	0.73%	33
2022 Q3	$1.11M	Sell	23,439 -198	-0.8%	-$9.59K	0.79%	32
2022 Q2	$1.15M	Sell	23,637 -5,681	-19%	-$277K	0.78%	36
2022 Q1	$1.45M	Sell	29,318 -1,203	-4%	-$60.3K	0.87%	31
2021 Q4	$1.56M	Sell	30,521 -755	-2%	-$38.7K	0.92%	32
2021 Q3	$1.62M	Sell	31,276 -425	-1%	-$22K	1.04%	29
2021 Q2	$1.64M	Buy	31,701 +5,079	+19%	+$263K	1.05%	28
2021 Q1	$1.38M	Buy	26,622 +923	+4%	+$48K	0.94%	32
2020 Q4	$1.34M	Buy	+25,699	New	+$1.34M	0.99%	28

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

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

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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DB Wealth Management Group's SLQD Position: Q4 2023 in Review

DB Wealth Management Group reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 4% in Q4 2023, selling an estimated $44.9K and leaving 22,531 shares worth $1.11M. The position accounts for 0.63% of the portfolio, ranked #36.

DB Wealth Management Group first reported a position in SLQD in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.64M in Q2 2021. 244 funds tracked by Wall St. Rank hold SLQD as of Q4 2023.

DB Wealth Management Group held 22,531 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.11M as of Q4 2023.
DB Wealth Management Group sold 930 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $44.9K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.63% of DB Wealth Management Group's portfolio in Q4 2023, its #36 holding.
DB Wealth Management Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.64M in Q2 2021.
244 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.