Lloyd Advisory Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Lloyd Advisory Services’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
2022 Q4	$2.57M	Buy	53,616 +146	+0.3%	+$6.95K	1.78%	13
2022 Q3	$2.54M	Sell	53,470 -59	-0.1%	-$2.86K	1.85%	13
2022 Q2	$2.59M	Sell	53,529 -259	-0.5%	-$12.6K	2.02%	14
2022 Q1	$2.65M	Buy	53,788 +1,063	+2%	+$53.3K	1.24%	21
2021 Q4	$2.69M	Buy	52,725 +305	+0.6%	+$15.6K	1.24%	23
2021 Q3	$2.71M	Sell	52,420 -891	-2%	-$46.1K	1.39%	21
2021 Q2	$2.76M	Sell	53,311 -22,543	-30%	-$1.17M	1.4%	22
2021 Q1	$3.93M	Buy	+75,854	New	+$3.94M	2.14%	11

Other funds holding SLQD

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

Lloyd Advisory Services's SLQD Position: Q4 2022 in Review

Lloyd Advisory Services increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.27% in Q4 2022, buying an estimated $6.95K and bringing the position to 53,616 shares worth $2.57M. The position accounts for 1.78% of the portfolio, ranked #13.

Lloyd Advisory Services first reported a position in SLQD in Q1 2021 and has held it in 8 quarters since. The position peaked at $3.93M in Q1 2021. 242 funds tracked by Wall St. Rank hold SLQD as of Q4 2022.

Lloyd Advisory Services held 53,616 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.57M as of Q4 2022.
Lloyd Advisory Services bought 146 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $6.95K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 1.78% of Lloyd Advisory Services's portfolio in Q4 2022, its #13 holding.
Lloyd Advisory Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 8 quarters since.
Lloyd Advisory Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.93M in Q1 2021.
242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Lloyd Advisory Services's 13F filing for Q4 2022, filed 27 Jan 2023.