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First American Trust’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

First American Trust’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
Q4 		– Sell
-6,142
Closed -$310K – 239
2024
Q3 		$310K Buy
+6,142
New +$306K 0.03% 179

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LWM
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FMII
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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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

First American Trust's SLQD Position: Q4 2024 in Review

First American Trust sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2024, closing a stake of 6,142 shares — an estimated $310K sold.

First American Trust first reported a position in SLQD in Q3 2024 and held it in 1 quarter. The position peaked at $310K in Q3 2024. 247 funds tracked by Wall St. Rank hold SLQD as of Q4 2024.

  • First American Trust reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • First American Trust sold 6,142 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $310K.
  • First American Trust first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • First American Trust's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $310K in Q3 2024.
  • 247 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on First American Trust's 13F filing for Q4 2024, filed 11 Feb 2025.