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

Merit Financial Group’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 Q4	–	Sell	-5,424	Closed	-$274K	–	1184
2024 Q3	$274K	Hold	5,424	–	–	0.01%	696
2024 Q2	$267K	Sell	5,424 -636	-10%	-$31.2K	0.01%	758
2024 Q1	$297K	Sell	6,060 -2,094	-26%	-$103K	0.01%	712
2023 Q4	$401K	Buy	+8,154	New	+$394K	0.01%	541

Other funds holding SLQD

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

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

LWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

WIA

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

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

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Merit Financial Group's SLQD Position: Q4 2024 in Review

Merit Financial Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2024, closing a stake of 5,424 shares — an estimated $274K sold.

Merit Financial Group first reported a position in SLQD in Q4 2023 and held it in 4 quarters. The position peaked at $401K in Q4 2023. 247 funds tracked by Wall St. Rank hold SLQD as of Q4 2024.

Merit Financial Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Merit Financial Group sold 5,424 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $274K.
Merit Financial Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
Merit Financial Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $401K in Q4 2023.
247 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Merit Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.