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Heritage Financial Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-74
Closed -$3K – 405
2022
Q2 		$3K Buy
+74
New +$3.61K ﹤0.01% 399

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Heritage Financial Services's SLQD Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2022, closing a stake of 74 shares — an estimated $3K sold.

Heritage Financial Services first reported a position in SLQD in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 234 funds tracked by Wall St. Rank hold SLQD as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 74 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $3K.
  • Heritage Financial Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3K in Q2 2022.
  • 234 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.