Kestra Private Wealth Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Kestra Private Wealth Services’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 Q3	–	Sell	-42,181	Closed	-$2.03M	–	1208
2023 Q2	$2.03M	Sell	42,181 -4,608	-10%	-$223K	0.07%	296
2023 Q1	$2.27M	Buy	46,789 +9,008	+24%	+$434K	0.09%	243
2022 Q4	$1.81M	Buy	+37,781	New	+$1.8M	0.09%	254
2022 Q1	–	Sell	-5,276	Closed	-$269K	–	1057
2021 Q4	$269K	Buy	+5,276	New	+$270K	0.01%	811

Other funds holding SLQD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

FMII

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

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

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

Kestra Private Wealth Services's SLQD Position: Q3 2023 in Review

Kestra Private Wealth Services sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2023, closing a stake of 42,181 shares — an estimated $2.03M sold.

Kestra Private Wealth Services first reported a position in SLQD in Q4 2021 and held it in 4 quarters. The position peaked at $2.27M in Q1 2023. 233 funds tracked by Wall St. Rank hold SLQD as of Q3 2023.

Kestra Private Wealth Services reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Kestra Private Wealth Services sold 42,181 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $2.03M.
Kestra Private Wealth Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Kestra Private Wealth Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.27M in Q1 2023.
233 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Kestra Private Wealth Services's 13F filing for Q3 2023, filed 8 Nov 2023.