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

Financial Gravity 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
Q2 		– Sell
-457
Closed -$22.5K – 2287
2024
Q1 		$22.5K Sell
457
-773
-63% -$38K ﹤0.01% 514
2023
Q4 		$59.7K Buy
1,230
+615
+100% +$29.7K ﹤0.01% 571
2023
Q3 		$29.4K Buy
615
+567
+1,181% +$27.3K ﹤0.01% 521
2023
Q2 		$19.2K Hold
48
– – 0.05% 154
2023
Q1 		$29.4K Hold
48
– – 0.91% 21
2022
Q4 		$68.5K Sell
48
-516
-91% -$24.6K 0.36% 51
2022
Q3 		$30.4K Sell
564
-12
-2% -$581 1.03% 18
2022
Q2 		$31.1K Sell
576
-12
-2% -$585 0.97% 19
2022
Q1 		$31.9K Sell
588
-636
-52% -$31.9K 0.89% 21
2021
Q4 		$51.5K Buy
1,224
+677
+124% +$34.7K 1.16% 14
2021
Q3 		$52K Buy
547
+2
+0.4% +$104 0.02% 556
2021
Q2 		$52K Buy
545
+1
+0.2% +$52 0.02% 555
2021
Q1 		$28.1K Buy
544
+3
+0.6% +$156 0.58% 27
2020
Q4 		$28K Buy
+541
New +$28.2K 0.03% 113
2020
Q2 		– Sell
-545
Closed -$27.3K – 752
2020
Q1 		$27.3K Sell
545
-9,667
-95% -$490K 0.08% 104
2019
Q4 		$51K Sell
10,212
-5,832
-36% -$298K 0.04% 643
2019
Q3 		$821K Sell
16,044
-5,020
-24% -$256K 0.71% 27
2019
Q2 		$1.07M Sell
21,064
-6,346
-23% -$320K 0.88% 24
2019
Q1 		$1.38M Buy
+27,410
New +$1.37M 1.11% 19
2018
Q3 		$73K Buy
1,478
+536
+57% +$26.6K 0.08% 252
2018
Q2 		$47K Sell
942
-841
-47% -$41.7K 0.04% 345
2018
Q1 		$88K Buy
+1,783
New +$88.9K 0.09% 212

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Financial Gravity Asset Management's SLQD Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2024, closing a stake of 457 shares — an estimated $22.5K sold.

Financial Gravity Asset Management first reported a position in SLQD in Q1 2018 and held it in 22 quarters. The position peaked at $1.38M in Q1 2019. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 457 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $22.5K.
  • Financial Gravity Asset Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 22 quarters.
  • Financial Gravity Asset Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.38M in Q1 2019.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.