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Hibernia Wealth Partners’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Hibernia Wealth Partners’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
Q4 		– Sell
-139
Closed -$6.67K – 286
2023
Q3 		$6.67K Buy
+139
New +$6.69K 0.01% 193

Other funds holding SLQD

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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 $3.62B AUM 21.35% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hibernia Wealth Partners's SLQD Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2023, closing a stake of 139 shares — an estimated $6.67K sold.

Hibernia Wealth Partners first reported a position in SLQD in Q3 2023 and held it in 1 quarter. The position peaked at $6.67K in Q3 2023. 244 funds tracked by Wall St. Rank hold SLQD as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 139 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $6.67K.
  • Hibernia Wealth Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $6.67K in Q3 2023.
  • 244 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.