Great Lakes Retirement’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Great Lakes Retirement’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 Q3	–	Sell	-586	Closed	-$28.9K	–	571
2024 Q2	$28.9K	Buy	+586	New	+$28.7K	﹤0.01%	370
2023 Q4	–	Sell	-54,153	Closed	-$2.6M	–	231
2023 Q3	$2.6M	Sell	54,153 -5,488	-9%	-$264K	0.47%	39
2023 Q2	$2.88M	Sell	59,641 -4,307	-7%	-$208K	0.51%	38
2023 Q1	$3.1M	Buy	+63,948	New	+$3.08M	0.58%	36

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

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

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

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

Great Lakes Retirement's SLQD Position: Q3 2024 in Review

Great Lakes Retirement sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2024, closing a stake of 586 shares — an estimated $28.9K sold.

Great Lakes Retirement first reported a position in SLQD in Q1 2023 and held it in 4 quarters. The position peaked at $3.1M in Q1 2023. 237 funds tracked by Wall St. Rank hold SLQD as of Q3 2024.

Great Lakes Retirement reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Great Lakes Retirement sold 586 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $28.9K.
Great Lakes Retirement first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 4 quarters.
Great Lakes Retirement's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.1M in Q1 2023.
237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.