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

Dodds Wealth’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
-53,709
Closed -$2.64M – 58
2023
Q4 		$2.64M Buy
+53,709
New +$2.6M 1.35% 14

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 $3.62B AUM 21.35% 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

Dodds Wealth's SLQD Position: Q1 2024 in Review

Dodds Wealth sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2024, closing a stake of 53,709 shares — an estimated $2.64M sold.

Dodds Wealth first reported a position in SLQD in Q4 2023 and held it in 1 quarter. The position peaked at $2.64M in Q4 2023. 235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

  • Dodds Wealth reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Dodds Wealth sold 53,709 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $2.64M.
  • Dodds Wealth first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Dodds Wealth's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.64M in Q4 2023.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Dodds Wealth's 13F filing for Q1 2024, filed 24 May 2024.