Demars Financial Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Demars Financial 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
2022 Q2	–	Sell	-10,630	Closed	-$525K	–	89
2022 Q1	$525K	Buy	10,630 +3	+0%	+$150	0.26%	56
2021 Q4	$543K	Sell	10,627 -4,417	-29%	-$226K	0.29%	61
2021 Q3	$777K	Sell	15,044 -1,207	-7%	-$62.5K	0.46%	47
2021 Q2	$842K	Sell	16,251 -2,877	-15%	-$149K	0.51%	41
2021 Q1	$990K	Sell	19,128 -691	-3%	-$35.9K	0.67%	37
2020 Q4	$1.03M	Sell	19,819 -205,585	-91%	-$10.7M	0.73%	39
2020 Q3	$11.7M	Buy	225,404 +1,360	+0.6%	+$71K	8.95%	2
2020 Q2	$11.7M	Buy	224,044 +3,647	+2%	+$188K	9.69%	2
2020 Q1	$11.1M	Buy	220,397 +3,600	+2%	+$182K	11.55%	2
2019 Q4	$11.1M	Buy	+216,797	New	+$11.1M	10%	2

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WIA

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

Demars Financial Group's SLQD Position: Q2 2022 in Review

Demars Financial Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2022, closing a stake of 10,630 shares — an estimated $525K sold.

Demars Financial Group first reported a position in SLQD in Q4 2019 and held it in 10 quarters. The position peaked at $11.7M in Q3 2020. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2022.

Demars Financial Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Demars Financial Group sold 10,630 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $525K.
Demars Financial Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
Demars Financial Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $11.7M in Q3 2020.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Demars Financial Group's 13F filing for Q2 2022, filed 22 Jul 2022.