LTI
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Laffer Tengler Investments’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Laffer Tengler Investments’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
Q2 		– Sell
-24,709
Closed -$1.22M – 441
2024
Q1 		$1.22M Buy
24,709
+1,468
+6% +$72.1K 0.31% 85
2023
Q4 		$1.14M Buy
23,241
+4,661
+25% +$225K 0.3% 87
2023
Q3 		$892K Sell
18,580
-1,166
-6% -$56.1K 0.26% 92
2023
Q2 		$952K Sell
19,746
-4,330
-18% -$209K 0.25% 99
2023
Q1 		$1.17M Sell
24,076
-5,679
-19% -$273K 0.32% 90
2022
Q4 		$1.42M Buy
29,755
+1,228
+4% +$58.5K 0.41% 78
2022
Q3 		$1.35M Sell
28,527
-5,294
-16% -$256K 0.5% 77
2022
Q2 		$1.64M Sell
33,821
-21,012
-38% -$1.02M 0.58% 74
2022
Q1 		$2.71M Sell
54,833
-7,621
-12% -$382K 0.82% 47
2021
Q4 		$3.19M Sell
62,454
-5,685
-8% -$291K 0.92% 32
2021
Q3 		$3.52M Sell
68,139
-7,908
-10% -$410K 1.02% 22
2021
Q2 		$3.94M Buy
76,047
+2,963
+4% +$154K 1.48% 6
2021
Q1 		$3.78M Buy
73,084
+3,542
+5% +$184K 1.43% 10
2020
Q4 		$3.63M Buy
69,542
+12,557
+22% +$654K 1.53% 7
2020
Q3 		$2.97M Buy
56,985
+43,801
+332% +$2.29M 1.49% 16
2020
Q2 		$687K Buy
13,184
+331
+3% +$17K 0.39% 71
2020
Q1 		$644K Sell
12,853
-103
-0.8% -$5.22K 0.5% 65
2019
Q4 		$661K Buy
12,956
+2,451
+23% +$125K 0.44% 71
2019
Q3 		$537K Buy
10,505
+2,864
+37% +$146K 0.46% 61
2019
Q2 		$389K Sell
7,641
-65
-0.8% -$3.28K 0.33% 73
2019
Q1 		$389K Sell
7,706
-328
-4% -$16.4K 0.1% 160
2018
Q4 		$398K Sell
8,034
-1,815
-18% -$89.7K 0.12% 160
2018
Q3 		$489K Sell
9,849
-87
-0.9% -$4.32K 0.12% 165
2018
Q2 		$493K Sell
9,936
-289
-3% -$14.3K 0.13% 162
2018
Q1 		$509K Buy
+10,225
New +$510K 0.13% 158

Other funds holding SLQD

Morgan Stanley
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 $4.13B AUM 32.58% 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 $714M AUM 21.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Laffer Tengler Investments's SLQD Position: Q2 2024 in Review

Laffer Tengler Investments sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2024, closing a stake of 24,709 shares — an estimated $1.22M sold.

Laffer Tengler Investments first reported a position in SLQD in Q1 2018 and held it in 25 quarters. The position peaked at $3.94M in Q2 2021. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2024.

  • Laffer Tengler Investments reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 24,709 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $1.22M.
  • Laffer Tengler Investments first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 25 quarters.
  • Laffer Tengler Investments's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.94M in Q2 2021.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Laffer Tengler Investments's 13F filing for Q2 2024, filed 14 Aug 2024.