Hutchens & Kramer Investment Management Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Hutchens & Kramer Investment Management Group’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	-4,877	Closed	-$235K	–	127
2023 Q2	$235K	Sell	4,877 -935	-16%	-$45.2K	0.19%	99
2023 Q1	$282K	Sell	5,812 -2,941	-34%	-$142K	0.24%	83
2022 Q4	$419K	Buy	8,753 +17	+0.2%	+$810	0.31%	61
2022 Q3	$416K	Sell	8,736 -1,034	-11%	-$50.1K	0.34%	55
2022 Q2	$475K	Sell	9,770 -3,805	-28%	-$185K	0.35%	57
2022 Q1	$668K	Hold	13,575	–	–	0.37%	58
2021 Q4	$670K	Buy	+13,575	New	+$696K	0.42%	55

Other funds holding SLQD

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FMII

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WIA

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

Hutchens & Kramer Investment Management Group's SLQD Position: Q3 2023 in Review

Hutchens & Kramer Investment Management Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2023, closing a stake of 4,877 shares — an estimated $235K sold.

Hutchens & Kramer Investment Management Group first reported a position in SLQD in Q4 2021 and held it in 7 quarters. The position peaked at $670K in Q4 2021. 233 funds tracked by Wall St. Rank hold SLQD as of Q3 2023.

Hutchens & Kramer Investment Management Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 4,877 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $235K.
Hutchens & Kramer Investment Management Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
Hutchens & Kramer Investment Management Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $670K in Q4 2021.
233 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2023, filed 10 Oct 2023.