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

Macroview Investment 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
2024 Q2	–	Sell	-504	Closed	-$24.8K	–	676
2024 Q1	$24.8K	Buy	504 +3	+0.6%	+$147	0.03%	176
2023 Q4	$24.6K	Buy	501 +6	+1%	+$290	0.03%	172
2023 Q3	$23.8K	Buy	495 +1	+0.2%	+$48	0.03%	154
2023 Q2	$23.8K	Sell	494 -70	-12%	-$3.38K	0.04%	123
2023 Q1	$27.3K	Hold	564	–	–	0.04%	117
2022 Q4	$27K	Buy	+564	New	+$26.9K	0.05%	118

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

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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

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

Macroview Investment Management's SLQD Position: Q2 2024 in Review

Macroview Investment Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2024, closing a stake of 504 shares — an estimated $24.8K sold.

Macroview Investment Management first reported a position in SLQD in Q4 2022 and held it in 6 quarters. The position peaked at $27.3K in Q1 2023. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2024.

Macroview Investment Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Macroview Investment Management sold 504 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $24.8K.
Macroview Investment Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
Macroview Investment Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $27.3K in Q1 2023.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Macroview Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.