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

ETF Portfolio Partners’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
-27,367
Closed -$1.33M – 51
2023
Q1 		$1.33M Sell
27,367
-193
-0.7% -$9.29K 0.5% 26
2022
Q4 		$1.32M Buy
27,560
+226
+0.8% +$10.8K 0.55% 25
2022
Q3 		$1.3M Sell
27,334
-12,695
-32% -$615K 0.57% 23
2022
Q2 		$1.94M Sell
40,029
-26,100
-39% -$1.27M 0.84% 19
2022
Q1 		$3.26M Buy
66,129
+18,525
+39% +$929K 1.23% 14
2021
Q4 		$2.43M Buy
47,604
+2,232
+5% +$114K 0.93% 16
2021
Q3 		$2.35M Buy
45,372
+19,312
+74% +$1M 0.94% 16
2021
Q2 		$1.35M Sell
26,060
-7,952
-23% -$412K 0.55% 20
2021
Q1 		$1.76M Buy
34,012
+277
+0.8% +$14.4K 0.78% 16
2020
Q4 		$1.76M Buy
33,735
+65
+0.2% +$3.39K 0.81% 16
2020
Q3 		$1.75M Buy
33,670
+1,587
+5% +$82.8K 0.92% 16
2020
Q2 		$1.67M Sell
32,083
-1,238
-4% -$63.7K 0.91% 16
2020
Q1 		$1.67M Sell
33,321
-517
-2% -$26.2K 1.07% 16
2019
Q4 		$1.73M Buy
33,838
+683
+2% +$34.9K 0.91% 16
2019
Q3 		$1.7M Sell
33,155
-191
-0.6% -$9.74K 0.97% 16
2019
Q2 		$1.7M Sell
33,346
-97
-0.3% -$4.9K 0.91% 16
2019
Q1 		$1.69M Buy
33,443
+146
+0.4% +$7.3K 1.02% 16
2018
Q4 		$1.65M Buy
+33,297
New +$1.65M 1.1% 14

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

ETF Portfolio Partners's SLQD Position: Q2 2023 in Review

ETF Portfolio Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2023, closing a stake of 27,367 shares — an estimated $1.33M sold.

ETF Portfolio Partners first reported a position in SLQD in Q4 2018 and held it in 18 quarters. The position peaked at $3.26M in Q1 2022. 230 funds tracked by Wall St. Rank hold SLQD as of Q2 2023.

  • ETF Portfolio Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • ETF Portfolio Partners sold 27,367 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $1.33M.
  • ETF Portfolio Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 18 quarters.
  • ETF Portfolio Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.26M in Q1 2022.
  • 230 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on ETF Portfolio Partners's 13F filing for Q2 2023, filed 11 Jul 2023.