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

Gerber Kawasaki Wealth & Investment 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
2021 Q4	–	Sell	-1	Closed	-$1K	–	961
2021 Q3	$1K	Buy	+1	New	+$52	﹤0.01%	1118
2018 Q1	–	Sell	-5,930	Closed	-$298K	–	125
2017 Q4	$298K	Sell	5,930 -1,600	-21%	-$80.6K	0.1%	91
2017 Q3	$380K	Buy	7,530 +30	+0.4%	+$1.52K	0.14%	76
2017 Q2	$378K	Buy	+7,500	New	+$379K	0.14%	84

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WIA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SLQD Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SLQD in Q2 2017 and held it in 4 quarters. The position peaked at $380K in Q3 2017. 239 funds tracked by Wall St. Rank hold SLQD as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 1 iShares 0-5 Year Investment Grade Corporate Bond ETF share in Q4 2021, an estimated $1K.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 4 quarters.
Gerber Kawasaki Wealth & Investment Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $380K in Q3 2017.
239 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.