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

Gray 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
2024 Q4	–	Sell	-4,113	Closed	-$207K	–	139
2024 Q3	$207K	Sell	4,113 -107	-3%	-$5.34K	0.08%	134
2024 Q2	$208K	Sell	4,220 -294	-7%	-$14.4K	0.09%	131
2024 Q1	$222K	Sell	4,514 -463	-9%	-$22.7K	0.1%	126
2023 Q4	$245K	Sell	4,977 -602	-11%	-$29.1K	0.12%	105
2023 Q3	$268K	Buy	5,579 +20	+0.4%	+$962	0.14%	95
2023 Q2	$268K	Buy	5,559 +19	+0.3%	+$919	0.13%	97
2023 Q1	$269K	Buy	+5,540	New	+$267K	0.15%	97

Other funds holding SLQD

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

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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

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

WIA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Gray Wealth Management's SLQD Position: Q4 2024 in Review

Gray Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2024, closing a stake of 4,113 shares — an estimated $207K sold.

Gray Wealth Management first reported a position in SLQD in Q1 2023 and held it in 7 quarters. The position peaked at $269K in Q1 2023. 247 funds tracked by Wall St. Rank hold SLQD as of Q4 2024.

Gray Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Gray Wealth Management sold 4,113 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $207K.
Gray Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
Gray Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $269K in Q1 2023.
247 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.