Laidlaw Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Laidlaw Wealth Management’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	-26,297	Closed	-$1.27M	–	359
2023 Q2	$1.27M	Buy	26,297 +257	+1%	+$12.4K	0.25%	101
2023 Q1	$1.26M	Buy	26,040 +178	+0.7%	+$8.57K	0.26%	101
2022 Q4	$1.24M	Buy	25,862 +535	+2%	+$25.5K	0.27%	102
2022 Q3	$1.2M	Sell	25,327 -3,455	-12%	-$167K	0.28%	94
2022 Q2	$1.4M	Sell	28,782 -1,425	-5%	-$69.5K	0.28%	99
2022 Q1	$1.49M	Sell	30,207 -683	-2%	-$34.2K	0.25%	107
2021 Q4	$1.58M	Buy	30,890 +1,589	+5%	+$81.4K	0.25%	107
2021 Q3	$1.51M	Sell	29,301 -670	-2%	-$34.7K	0.39%	77
2021 Q2	$1.55M	Buy	29,971 +23,852	+390%	+$1.24M	0.4%	72
2021 Q1	$317K	Buy	+6,119	New	+$318K	0.11%	160

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

Laidlaw Wealth Management's SLQD Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2023, closing a stake of 26,297 shares — an estimated $1.27M sold.

Laidlaw Wealth Management first reported a position in SLQD in Q1 2021 and held it in 10 quarters. The position peaked at $1.58M in Q4 2021. 233 funds tracked by Wall St. Rank hold SLQD as of Q3 2023.

Laidlaw Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 26,297 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $1.27M.
Laidlaw Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 10 quarters.
Laidlaw Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.58M in Q4 2021.
233 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.