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

GDS Wealth 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
2023 Q4	–	Sell	-6,073	Closed	-$291K	–	135
2023 Q3	$291K	Sell	6,073 -20	-0.3%	-$962	0.05%	101
2023 Q2	$294K	Sell	6,093 -343	-5%	-$16.6K	0.05%	105
2023 Q1	$312K	Sell	6,436 -180,506	-97%	-$8.69M	0.06%	96
2022 Q4	$8.95M	Sell	186,942 -65,013	-26%	-$3.1M	1.71%	18
2022 Q3	$11.9M	Buy	251,955 +5,989	+2%	+$290K	2.66%	11
2022 Q2	$11.9M	Sell	245,966 -13,944	-5%	-$680K	2.67%	8
2022 Q1	$12.7M	Buy	259,910 +16,648	+7%	+$834K	2.81%	11
2021 Q4	$12.4M	Buy	+243,262	New	+$12.5M	2.78%	10

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

RJFSA

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

GDS Wealth Management's SLQD Position: Q4 2023 in Review

GDS Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2023, closing a stake of 6,073 shares — an estimated $291K sold.

GDS Wealth Management first reported a position in SLQD in Q4 2021 and held it in 8 quarters. The position peaked at $12.7M in Q1 2022. 244 funds tracked by Wall St. Rank hold SLQD as of Q4 2023.

GDS Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
GDS Wealth Management sold 6,073 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $291K.
GDS Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
GDS Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $12.7M in Q1 2022.
244 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on GDS Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.