KLI
SLQD icon

Kelman-Lazarov Inc’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Kelman-Lazarov Inc’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
Q2 		– Sell
-341,515
Closed -$16.6M – 99
2023
Q1 		$16.6M Buy
341,515
+5,405
+2% +$260K 4.3% 7
2022
Q4 		$16.1M Buy
+336,110
New +$16M 4.53% 7

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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

Kelman-Lazarov Inc's SLQD Position: Q2 2023 in Review

Kelman-Lazarov Inc sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2023, closing a stake of 341,515 shares — an estimated $16.6M sold.

Kelman-Lazarov Inc first reported a position in SLQD in Q4 2022 and held it in 2 quarters. The position peaked at $16.6M in Q1 2023. 230 funds tracked by Wall St. Rank hold SLQD as of Q2 2023.

  • Kelman-Lazarov Inc reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 341,515 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $16.6M.
  • Kelman-Lazarov Inc first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Kelman-Lazarov Inc's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $16.6M in Q1 2023.
  • 230 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2023, filed 4 Aug 2023.