Heritage Wealth Management (Arizona)’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	–	Sell	-21,100	Closed	-$1.04M	–	187
2024 Q1	$1.04M	Sell	21,100 -105	-0.5%	-$5.16K	0.53%	43
2023 Q4	$1.04M	Buy	+21,205	New	+$1.02M	0.57%	40
2022 Q4	$4.8M	Buy	100,350 +49,851	+99%	+$2.37M	0.69%	30
2022 Q3	$2.39M	Buy	50,499 +5,789	+13%	+$280K	0.77%	22
2022 Q2	$2.17M	Sell	44,710 -9,270	-17%	-$452K	0.72%	26
2022 Q1	$2.66M	Buy	+53,980	New	+$2.71M	0.72%	22
2021 Q3	$2.12M	Buy	41,043 +4,460	+12%	+$231K	0.75%	23
2021 Q2	$1.9M	Buy	36,583 +7,417	+25%	+$385K	0.72%	23
2021 Q1	$1.51M	Buy	+29,166	New	+$1.52M	0.85%	24

Other funds holding SLQD

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $625M AUM 17.68% 1-Year Est. Return

Bank of America

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Allspring Global Investments

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