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

Evolution Wealth 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 Q3	–	Sell	-6,135	Closed	-$296K	–	121
2023 Q2	$296K	Sell	6,135 -106,505	-95%	-$5.15M	0.07%	91
2023 Q1	$5.46M	Sell	112,640 -1,970	-2%	-$94.8K	1.31%	21
2022 Q4	$5.49M	Buy	+114,610	New	+$5.46M	1.38%	19

Other funds holding SLQD

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

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

AWMS

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FMII

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

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

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

Evolution Wealth Advisors's SLQD Position: Q3 2023 in Review

Evolution Wealth Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2023, closing a stake of 6,135 shares — an estimated $296K sold.

Evolution Wealth Advisors first reported a position in SLQD in Q4 2022 and held it in 3 quarters. The position peaked at $5.49M in Q4 2022. 233 funds tracked by Wall St. Rank hold SLQD as of Q3 2023.

Evolution Wealth Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Evolution Wealth Advisors sold 6,135 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $296K.
Evolution Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
Evolution Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $5.49M in Q4 2022.
233 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Evolution Wealth Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.