Family Asset Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Family Asset Management’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	-55	Closed	-$2.7K	–	196
2023 Q4	$2.71K	Sell	55 -4,190	-99%	-$203K	﹤0.01%	175
2023 Q3	$204K	Hold	4,245	–	–	0.15%	95
2023 Q2	$205K	Hold	4,245	–	–	0.14%	103
2023 Q1	$206K	Hold	4,245	–	–	0.15%	101
2022 Q4	$203K	Buy	+4,245	New	+$202K	0.17%	93

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 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

FMII

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Family Asset Management's SLQD Position: Q1 2024 in Review

Family Asset Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2024, closing a stake of 55 shares — an estimated $2.7K sold.

Family Asset Management first reported a position in SLQD in Q4 2022 and held it in 5 quarters. The position peaked at $206K in Q1 2023. 235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

Family Asset Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Family Asset Management sold 55 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $2.7K.
Family Asset Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Family Asset Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $206K in Q1 2023.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Family Asset Management's 13F filing for Q1 2024, filed 14 May 2024.