Karp Capital Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Karp Capital Management’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
2021 Q4	–	Sell	-4,250	Closed	-$220K	–	178
2021 Q3	$220K	Hold	4,250	–	–	0.03%	164
2021 Q2	$220K	Sell	4,250 -5,879	-58%	-$305K	0.03%	161
2021 Q1	$524K	Buy	10,129 +2,963	+41%	+$154K	0.09%	100
2020 Q4	$374K	Sell	7,166 -62	-0.9%	-$3.23K	0.08%	101
2020 Q3	$377K	Buy	+7,228	New	+$377K	0.09%	79
2019 Q1	–	Sell	-785	Closed	-$39K	–	331
2018 Q4	$39K	Buy	+785	New	+$38.8K	0.02%	160

Other funds holding SLQD

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

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

FMII

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

WIA

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Karp Capital Management's SLQD Position: Q4 2021 in Review

Karp Capital Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2021, closing a stake of 4,250 shares — an estimated $220K sold.

Karp Capital Management first reported a position in SLQD in Q4 2018 and held it in 6 quarters. The position peaked at $524K in Q1 2021. 239 funds tracked by Wall St. Rank hold SLQD as of Q4 2021.

Karp Capital Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Karp Capital Management sold 4,250 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $220K.
Karp Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 6 quarters.
Karp Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $524K in Q1 2021.
239 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Karp Capital Management's 13F filing for Q4 2021, filed 4 Feb 2022.