GoalVest Advisory’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

GoalVest Advisory’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	-444	Closed	-$21.9K	–	394
2024 Q1	$21.9K	Hold	444	–	–	0.01%	262
2023 Q4	$21.8K	Sell	444 -1,082	-71%	-$52.3K	0.01%	199
2023 Q3	$73.2K	Buy	1,526 +518	+51%	+$24.9K	0.04%	124
2023 Q2	$48.6K	Buy	+1,008	New	+$48.7K	0.03%	139

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

GoalVest Advisory's SLQD Position: Q2 2024 in Review

GoalVest Advisory sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2024, closing a stake of 444 shares — an estimated $21.9K sold.

GoalVest Advisory first reported a position in SLQD in Q2 2023 and held it in 4 quarters. The position peaked at $73.2K in Q3 2023. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2024.

GoalVest Advisory reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
GoalVest Advisory sold 444 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $21.9K.
GoalVest Advisory first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
GoalVest Advisory's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $73.2K in Q3 2023.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.