Great Valley Advisor Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Great Valley Advisor Group’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
2023 Q1	–	Sell	-15,609	Closed	-$747K	–	755
2022 Q4	$747K	Buy	15,609 +6,004	+63%	+$286K	0.04%	369
2022 Q3	$455K	Sell	9,605 -36,499	-79%	-$1.77M	0.03%	437
2022 Q2	$2.23M	Buy	46,104 +12,517	+37%	+$610K	0.12%	183
2022 Q1	$1.66M	Buy	+33,587	New	+$1.68M	0.1%	215

Other funds holding SLQD

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Great Valley Advisor Group's SLQD Position: Q1 2023 in Review

Great Valley Advisor Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2023, closing a stake of 15,609 shares — an estimated $747K sold.

Great Valley Advisor Group first reported a position in SLQD in Q1 2022 and held it in 4 quarters. The position peaked at $2.23M in Q2 2022. 232 funds tracked by Wall St. Rank hold SLQD as of Q1 2023.

Great Valley Advisor Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Great Valley Advisor Group sold 15,609 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $747K.
Great Valley Advisor Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
Great Valley Advisor Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.23M in Q2 2022.
232 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Great Valley Advisor Group's 13F filing for Q1 2023, filed 3 May 2023.