Kovitz Investment Group Partners
SLQD icon

Kovitz Investment Group Partners’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Kovitz Investment Group Partners’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
2024
Q3 		– Sell
-28,778
Closed -$1.42M – 1094
2024
Q2 		$1.42M Buy
28,778
+774
+3% +$38K 0.01% 482
2024
Q1 		$1.38M Buy
28,004
+1,210
+5% +$59.5K 0.02% 355
2023
Q4 		$1.32M Sell
26,794
-564
-2% -$27.3K 0.02% 262
2023
Q3 		$1.31M Sell
27,358
-6,236
-19% -$300K 0.02% 257
2023
Q2 		$1.62M Sell
33,594
-1,253
-4% -$60.6K 0.02% 256
2023
Q1 		$1.69M Sell
34,847
-226
-0.6% -$10.9K 0.03% 252
2022
Q4 		$1.68M Buy
35,073
+10,408
+42% +$496K 0.03% 241
2022
Q3 		$1.17M Sell
24,665
-1,700
-6% -$82.3K 0.03% 253
2022
Q2 		$1.28M Sell
26,365
-5,027
-16% -$245K 0.03% 253
2022
Q1 		$1.55M Sell
31,392
-61,794
-66% -$3.1M 0.03% 248
2021
Q4 		$4.87M Buy
93,186
+41,436
+80% +$2.12M 0.11% 124
2021
Q3 		$2.67M Sell
51,750
-7,658
-13% -$397K 0.05% 206
2021
Q2 		$3.08M Sell
59,408
-25,453
-30% -$1.32M 0.06% 198
2021
Q1 		$4.39M Sell
84,861
-7,775
-8% -$404K 0.1% 144
2020
Q4 		$4.84M Sell
92,636
-5,675
-6% -$296K 0.12% 119
2020
Q3 		$5.12M Buy
98,311
+15,380
+19% +$802K 0.14% 109
2020
Q2 		$4.32M Buy
+82,931
New +$4.27M 0.13% 114

Other funds holding SLQD

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Kovitz Investment Group Partners's SLQD Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2024, closing a stake of 28,778 shares — an estimated $1.42M sold.

Kovitz Investment Group Partners first reported a position in SLQD in Q2 2020 and held it in 17 quarters. The position peaked at $5.12M in Q3 2020. 237 funds tracked by Wall St. Rank hold SLQD as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 28,778 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $1.42M.
  • Kovitz Investment Group Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 17 quarters.
  • Kovitz Investment Group Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $5.12M in Q3 2020.
  • 237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.