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

Fortis Capital 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
2024 Q2	–	Sell	-6,321	Closed	-$311K	–	188
2024 Q1	$311K	Buy	6,321 +36	+0.6%	+$1.77K	0.13%	136
2023 Q4	$309K	Buy	6,285 +31	+0.5%	+$1.5K	0.17%	85
2023 Q3	$300K	Buy	+6,254	New	+$301K	0.19%	78
2023 Q2	–	Sell	-9,257	Closed	-$449K	–	527
2023 Q1	$449K	Sell	9,257 -2,463	-21%	-$119K	0.24%	60
2022 Q4	$561K	Buy	+11,720	New	+$558K	0.33%	45

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 $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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Fortis Capital Advisors's SLQD Position: Q2 2024 in Review

Fortis Capital Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2024, closing a stake of 6,321 shares — an estimated $311K sold.

Fortis Capital Advisors first reported a position in SLQD in Q4 2022 and held it in 5 quarters. The position peaked at $561K in Q4 2022. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2024.

Fortis Capital Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Fortis Capital Advisors sold 6,321 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $311K.
Fortis Capital Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Fortis Capital Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $561K in Q4 2022.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Fortis Capital Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.