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

Imprint Wealth’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 Q1	$643K	Buy	+13,117	New	+$644K	0.16%	133

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Imprint Wealth's SLQD Position: Q1 2024 in Review

Imprint Wealth opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2024: 13,117 shares worth $643K. The stake represents 0.16% of the portfolio and ranks #133 among its holdings.

235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

Imprint Wealth held 13,117 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $643K as of Q1 2024.
iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Imprint Wealth position in Q1 2024.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.16% of Imprint Wealth's portfolio in Q1 2024, its #133 holding.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.