Elevated Capital Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Elevated Capital Advisors’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 Q2	–	Sell	-63,869	Closed	-$3.1M	–	191
2023 Q1	$3.1M	Buy	63,869 +1,893	+3%	+$91.1K	1.11%	24
2022 Q4	$2.97M	Sell	61,976 -6,721	-10%	-$320K	1.13%	23
2022 Q3	$3.26M	Buy	+68,697	New	+$3.33M	1.28%	22

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Elevated Capital Advisors's SLQD Position: Q2 2023 in Review

Elevated Capital Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2023, closing a stake of 63,869 shares — an estimated $3.1M sold.

Elevated Capital Advisors first reported a position in SLQD in Q3 2022 and held it in 3 quarters. The position peaked at $3.26M in Q3 2022. 229 funds tracked by Wall St. Rank hold SLQD as of Q2 2023.

Elevated Capital Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Elevated Capital Advisors sold 63,869 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $3.1M.
Elevated Capital Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
Elevated Capital Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.26M in Q3 2022.
229 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Elevated Capital Advisors's 13F filing for Q2 2023, filed 18 Aug 2023.