DAS
SLQD icon

Dynamic Advisor Solutions’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-28,643
Closed -$1.41M – 996
2024
Q2 		$1.41M Sell
28,643
-30,235
-51% -$1.48M 0.04% 366
2024
Q1 		$2.9M Sell
58,878
-7,774
-12% -$382K 0.1% 246
2023
Q4 		$3.27M Sell
66,652
-33,784
-34% -$1.63M 0.12% 211
2023
Q3 		$4.82M Sell
100,436
-13,838
-12% -$666K 0.23% 123
2023
Q2 		$5.51M Sell
114,274
-143,071
-56% -$6.92M 0.29% 98
2023
Q1 		$12.5M Sell
257,345
-69,476
-21% -$3.34M 0.73% 19
2022
Q4 		$15.6M Sell
326,821
-61,997
-16% -$2.95M 1.07% 12
2022
Q3 		$18.4M Buy
388,818
+19,888
+5% +$963K 1.41% 10
2022
Q2 		$17.9M Buy
368,930
+59,197
+19% +$2.89M 1.37% 11
2022
Q1 		$15.3M Buy
309,733
+88,263
+40% +$4.42M 1.06% 13
2021
Q4 		$11.3M Buy
221,470
+36,473
+20% +$1.87M 0.81% 24
2021
Q3 		$9.56M Buy
184,997
+26,143
+16% +$1.35M 0.72% 23
2021
Q2 		$8.23M Buy
158,854
+41,121
+35% +$2.13M 0.65% 30
2021
Q1 		$6.1M Buy
117,733
+43,052
+58% +$2.24M 0.57% 34
2020
Q4 		$3.9M Buy
74,681
+37,318
+100% +$1.94M 0.36% 72
2020
Q3 		$1.95M Buy
37,363
+9,301
+33% +$485K 0.22% 121
2020
Q2 		$1.46M Buy
28,062
+13,037
+87% +$671K 0.2% 137
2020
Q1 		$753K Buy
15,025
+4,034
+37% +$204K 0.14% 186
2019
Q4 		$561K Buy
+10,991
New +$561K 0.08% 282

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Dynamic Advisor Solutions's SLQD Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2024, closing a stake of 28,643 shares — an estimated $1.41M sold.

Dynamic Advisor Solutions first reported a position in SLQD in Q4 2019 and held it in 19 quarters. The position peaked at $18.4M in Q3 2022. 237 funds tracked by Wall St. Rank hold SLQD as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 28,643 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $1.41M.
  • Dynamic Advisor Solutions first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 19 quarters.
  • Dynamic Advisor Solutions's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $18.4M in Q3 2022.
  • 237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.