Leicht Financial Planning & Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Leicht Financial Planning & 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
2020 Q2	–	Sell	-7,973	Closed	-$399K	–	47
2020 Q1	$399K	Sell	7,973 -25,748	-76%	-$1.3M	0.39%	37
2019 Q4	$1.72M	Sell	33,721 -28,117	-45%	-$1.44M	1.57%	23
2019 Q3	$3.16M	Sell	61,838 -41,676	-40%	-$2.12M	3.02%	16
2019 Q2	$5.28M	Sell	103,514 -11,064	-10%	-$559K	5.17%	5
2019 Q1	$5.78M	Buy	114,578 +41,534	+57%	+$2.08M	5.96%	5
2018 Q4	$3.61M	Buy	73,044 +37,508	+106%	+$1.85M	4.77%	3
2018 Q3	$1.76M	Buy	+35,536	New	+$1.76M	2.1%	14

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

AWM

Argent Wealth Management Waltham, Massachusetts $602M AUM

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

FMII

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's SLQD Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2020, closing a stake of 7,973 shares — an estimated $399K sold.

Leicht Financial Planning & Wealth Management first reported a position in SLQD in Q3 2018 and held it in 7 quarters. The position peaked at $5.78M in Q1 2019. 168 funds tracked by Wall St. Rank hold SLQD as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 7,973 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $399K.
Leicht Financial Planning & Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and held it in 7 quarters.
Leicht Financial Planning & Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $5.78M in Q1 2019.
168 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.