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

Madison Wealth Partners’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 Q2	–	Sell	-4,175	Closed	-$202K	–	93
2023 Q1	$202K	Sell	4,175 -587	-12%	-$28.3K	0.1%	85
2022 Q4	$228K	Buy	4,762 +25	+0.5%	+$1.19K	0.13%	69
2022 Q3	$225K	Buy	4,737 +15	+0.3%	+$726	0.15%	65
2022 Q2	$229K	Buy	+4,722	New	+$230K	0.15%	67

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

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

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 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

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

Madison Wealth Partners's SLQD Position: Q2 2023 in Review

Madison Wealth Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2023, closing a stake of 4,175 shares — an estimated $202K sold.

Madison Wealth Partners first reported a position in SLQD in Q2 2022 and held it in 4 quarters. The position peaked at $229K in Q2 2022. 230 funds tracked by Wall St. Rank hold SLQD as of Q2 2023.

Madison Wealth Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Madison Wealth Partners sold 4,175 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $202K.
Madison Wealth Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 4 quarters.
Madison Wealth Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $229K in Q2 2022.
230 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Madison Wealth Partners's 13F filing for Q2 2023, filed 20 Jul 2023.