Matthew Goff Investment Advisor’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Matthew Goff Investment Advisor’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 Q1	–	Sell	-10,468	Closed	-$534K	–	86
2021 Q4	$534K	Sell	10,468 -9,050	-46%	-$464K	0.12%	59
2021 Q3	$1.01M	Sell	19,518 -59,895	-75%	-$3.1M	0.25%	54
2021 Q2	$4.12M	Sell	79,413 -15,948	-17%	-$827K	1.04%	28
2021 Q1	$4.94M	Sell	95,361 -740	-0.8%	-$38.5K	1.39%	26
2020 Q4	$5.02M	Sell	96,101 -1,866	-2%	-$97.2K	1.49%	25
2020 Q3	$5.11M	Sell	97,967 -4,169	-4%	-$217K	1.63%	25
2020 Q2	$5.32M	Buy	+102,136	New	+$5.25M	1.75%	22
2018 Q4	–	Sell	-192,807	Closed	-$9.57M	–	60
2018 Q3	$9.57M	Buy	+192,807	New	+$9.57M	3.84%	4
2018 Q2	–	Sell	-209,529	Closed	-$10.4M	–	81
2018 Q1	$10.4M	Sell	209,529 -4,094	-2%	-$204K	4.37%	5
2017 Q4	$10.7M	Sell	213,623 -12,184	-5%	-$614K	4.62%	4
2017 Q3	$11.4M	Buy	+225,807	New	+$11.4M	4.91%	4

Other funds holding SLQD

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

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

FMII

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

WIA

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

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

Matthew Goff Investment Advisor's SLQD Position: Q1 2022 in Review

Matthew Goff Investment Advisor sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2022, closing a stake of 10,468 shares — an estimated $534K sold.

Matthew Goff Investment Advisor first reported a position in SLQD in Q3 2017 and held it in 11 quarters. The position peaked at $11.4M in Q3 2017. 237 funds tracked by Wall St. Rank hold SLQD as of Q1 2022.

Matthew Goff Investment Advisor reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Matthew Goff Investment Advisor sold 10,468 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $534K.
Matthew Goff Investment Advisor first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 11 quarters.
Matthew Goff Investment Advisor's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $11.4M in Q3 2017.
237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Matthew Goff Investment Advisor's 13F filing for Q1 2022, filed 19 Apr 2022.