GWM
SLQD icon

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

Grand 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
2022
Q2 		– Sell
-3,358
Closed -$166K – 62
2022
Q1 		$166K Buy
+3,358
New +$168K 0.08% 34

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Grand Wealth Management's SLQD Position: Q2 2022 in Review

Grand Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2022, closing a stake of 3,358 shares — an estimated $166K sold.

Grand Wealth Management first reported a position in SLQD in Q1 2022 and held it in 1 quarter. The position peaked at $166K in Q1 2022. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2022.

  • Grand Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Grand Wealth Management sold 3,358 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $166K.
  • Grand Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Grand Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $166K in Q1 2022.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Grand Wealth Management's 13F filing for Q2 2022, filed 25 Aug 2022.