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	-65	Closed	-$3.18K	–	1734
2024 Q1	$3.18K	Sell	65 -550	-89%	-$27K	﹤0.01%	640
2023 Q4	$30.2K	Buy	+615	New	+$29.7K	0.01%	323
2021 Q3	$52K	Buy	547 +2	+0.4%	+$104	0.02%	556
2021 Q2	$52K	Buy	+545	New	+$28.3K	0.02%	555
2020 Q4	$28K	Buy	+541	New	+$28.2K	0.03%	113
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

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

WIA

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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 65 shares — an estimated $3.18K sold.

Financial Gravity Asset Management first reported a position in SLQD in Q1 2018 and held it in 12 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 65 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $3.18K.
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 12 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.