Level Financial Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Level Financial Advisors’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 Q1	–	Sell	-3,143	Closed	-$155K	–	229
2023 Q4	$155K	Buy	3,143 +112	+4%	+$5.41K	0.08%	74
2023 Q3	$145K	Sell	3,031 -159	-5%	-$7.65K	0.08%	68
2023 Q2	$154K	Hold	3,190	–	–	0.09%	66
2023 Q1	$155K	Sell	3,190 -105	-3%	-$5.05K	0.09%	56
2022 Q4	$158K	Buy	3,295 +2,882	+698%	+$137K	0.1%	55
2022 Q3	$20K	Buy	+413	New	+$20K	0.01%	137
2022 Q2	–	Sell	-1,701	Closed	-$84K	–	341
2022 Q1	$84K	Buy	+1,701	New	+$85.3K	0.06%	63

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Level Financial Advisors's SLQD Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2024, closing a stake of 3,143 shares — an estimated $155K sold.

Level Financial Advisors first reported a position in SLQD in Q1 2022 and held it in 7 quarters. The position peaked at $158K in Q4 2022. 235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

Level Financial Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 3,143 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $155K.
Level Financial Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 7 quarters.
Level Financial Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $158K in Q4 2022.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.