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

Hershey Financial Advisers’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 		$4.14K Buy
+84
New +$4.12K ﹤0.01% 115

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $626M 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
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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

Hershey Financial Advisers's SLQD Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2024: 84 shares worth $4.14K. The stake represents ﹤0.01% of the portfolio and ranks #115 among its holdings.

235 funds tracked by Wall St. Rank hold SLQD as of Q2 2024.

  • Hershey Financial Advisers held 84 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $4.14K as of Q2 2024.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Hershey Financial Advisers position in Q2 2024.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #115 holding.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.