Horan Securities’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Horan Securities’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 Q3	–	Sell	-1,000	Closed	-$48.2K	–	561
2023 Q2	$48.2K	Hold	1,000	–	–	0.02%	240
2023 Q1	$48.5K	Hold	1,000	–	–	0.02%	223
2022 Q4	$47.9K	Sell	1,000 -360	-26%	-$17.1K	0.03%	211
2022 Q3	$64K	Hold	1,360	–	–	0.04%	162
2022 Q2	$66K	Hold	1,360	–	–	0.04%	154
2022 Q1	$67K	Hold	1,360	–	–	0.04%	152
2021 Q4	$69K	Buy	+1,360	New	+$69.7K	0.04%	153
2021 Q2	$70K	Hold	1,360	–	–	0.05%	143
2021 Q1	$70K	Hold	1,360	–	–	0.06%	115
2020 Q4	$71K	Hold	1,360	–	–	0.06%	102
2020 Q3	$71K	Hold	1,360	–	–	0.07%	83
2020 Q2	$71K	Hold	1,360	–	–	0.08%	60
2020 Q1	$68K	Buy	+1,360	New	+$68.9K	0.09%	53
2019 Q4	–	Sell	-1,360	Closed	-$70K	–	199
2019 Q3	$70K	Hold	1,360	–	–	0.08%	64
2019 Q2	$69K	Hold	1,360	–	–	0.08%	58
2019 Q1	$69K	Hold	1,360	–	–	0.07%	50
2018 Q4	$67K	Buy	+1,360	New	+$67.2K	0.08%	48

Other funds holding SLQD

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

FMII

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

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

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

WIA

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

Horan Securities's SLQD Position: Q3 2023 in Review

Horan Securities sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2023, closing a stake of 1,000 shares — an estimated $48.2K sold.

Horan Securities first reported a position in SLQD in Q4 2018 and held it in 17 quarters. The position peaked at $71K in Q4 2020. 232 funds tracked by Wall St. Rank hold SLQD as of Q3 2023.

Horan Securities reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 1,000 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $48.2K.
Horan Securities first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 17 quarters.
Horan Securities's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $71K in Q4 2020.
232 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.