Joseph P. Lucia & Associates’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-145	Closed	-$7K	–	392
2022 Q2	$7K	Hold	145	–	–	﹤0.01%	330
2022 Q1	$7K	Buy	+145	New	+$7.27K	﹤0.01%	346
2021 Q4	–	Sell	-425	Closed	-$22K	–	478
2021 Q3	$22K	Sell	425 -45	-10%	-$2.33K	0.01%	298
2021 Q2	$24K	Hold	470	–	–	0.01%	300
2021 Q1	$24K	Buy	470 +90	+24%	+$4.68K	0.01%	280
2020 Q4	$20K	Buy	+380	New	+$19.8K	0.01%	271
2020 Q3	–	Sell	-285	Closed	-$15K	–	396
2020 Q2	$15K	Buy	+285	New	+$14.7K	0.01%	274

Other funds holding SLQD

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

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

AWMS

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Joseph P. Lucia & Associates's SLQD Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2022, closing a stake of 145 shares — an estimated $7K sold.

Joseph P. Lucia & Associates first reported a position in SLQD in Q2 2020 and held it in 7 quarters. The position peaked at $24K in Q2 2021. 234 funds tracked by Wall St. Rank hold SLQD as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 145 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $7K.
Joseph P. Lucia & Associates first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
Joseph P. Lucia & Associates's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $24K in Q2 2021.
234 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.