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Integrated Advisors Network’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Integrated Advisors Network’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 		– Sell
-4,148
Closed -$204K – 733
2024
Q1 		$204K Buy
+4,148
New +$204K 0.01% 682
2023
Q2 		– Sell
-4,174
Closed -$202K – 705
2023
Q1 		$202K Buy
+4,174
New +$201K 0.01% 629
2022
Q3 		– Sell
-4,332
Closed -$210K – 689
2022
Q2 		$210K Sell
4,332
-3,335
-43% -$163K 0.01% 612
2022
Q1 		$378K Sell
7,667
-9,473
-55% -$475K 0.02% 502
2021
Q4 		$875K Sell
17,140
-487
-3% -$25K 0.05% 315
2021
Q3 		$911K Buy
17,627
+1,363
+8% +$70.6K 0.06% 281
2021
Q2 		$843K Buy
16,264
+745
+5% +$38.6K 0.06% 253
2021
Q1 		$804K Buy
15,519
+195
+1% +$10.1K 0.07% 239
2020
Q4 		$800K Buy
15,324
+4,799
+46% +$250K 0.09% 222
2020
Q3 		$549K Buy
10,525
+53
+0.5% +$2.77K 0.07% 237
2020
Q2 		$546K Buy
10,472
+3,593
+52% +$185K 0.06% 246
2020
Q1 		$345K Sell
6,879
-79
-1% -$4K 0.07% 235
2019
Q4 		$355K Buy
+6,958
New +$355K 0.05% 293

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 $3.62B AUM 21.35% 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

Integrated Advisors Network's SLQD Position: Q2 2024 in Review

Integrated Advisors Network sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2024, closing a stake of 4,148 shares — an estimated $204K sold.

Integrated Advisors Network first reported a position in SLQD in Q4 2019 and held it in 13 quarters. The position peaked at $911K in Q3 2021. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2024.

  • Integrated Advisors Network reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Integrated Advisors Network sold 4,148 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $204K.
  • Integrated Advisors Network first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 13 quarters.
  • Integrated Advisors Network's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $911K in Q3 2021.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Integrated Advisors Network's 13F filing for Q2 2024, filed 9 Aug 2024.