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 $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 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 $714M AUM 21.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SLQD Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2024, closing a stake of 21,100 shares — an estimated $1.04M sold.

Heritage Wealth Management (Arizona) first reported a position in SLQD in Q1 2021 and held it in 9 quarters. The position peaked at $4.8M in Q4 2022. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2024.

Heritage Wealth Management (Arizona) reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 21,100 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $1.04M.
Heritage Wealth Management (Arizona) first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
Heritage Wealth Management (Arizona)'s iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $4.8M in Q4 2022.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.