Kerntke Otto McGlone Wealth Management Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 Q1	–	Sell	-62	Closed	-$3K	–	110
2022 Q4	$3K	Buy	+62	New	+$2.95K	﹤0.01%	110

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Kerntke Otto McGlone Wealth Management Group's SLQD Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2023, closing a stake of 62 shares — an estimated $3K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in SLQD in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 232 funds tracked by Wall St. Rank hold SLQD as of Q1 2023.

Kerntke Otto McGlone Wealth Management Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 62 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $3K.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
Kerntke Otto McGlone Wealth Management Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3K in Q4 2022.
232 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.