Money Concepts Capital’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-5,140	Closed	-$246K	–	2514
2022 Q4	$246K	Buy	5,140 +1,505	+41%	+$71.7K	0.01%	607
2022 Q3	$172K	Sell	3,635 -128	-3%	-$6.2K	0.01%	455
2022 Q2	$183K	Sell	3,763 -2,899	-44%	-$141K	0.02%	437
2022 Q1	$329K	Sell	6,662 -39,893	-86%	-$2M	0.02%	558
2021 Q4	$2.38M	Buy	+46,555	New	+$2.39M	0.2%	117
2021 Q1	$2.69M	Sell	51,988 -734	-1%	-$38.1K	0.22%	106
2020 Q4	$2.75M	Buy	+52,722	New	+$2.75M	0.25%	98

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Money Concepts Capital's SLQD Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2023, closing a stake of 5,140 shares — an estimated $246K sold.

Money Concepts Capital first reported a position in SLQD in Q4 2020 and held it in 7 quarters. The position peaked at $2.75M in Q4 2020. 232 funds tracked by Wall St. Rank hold SLQD as of Q1 2023.

Money Concepts Capital reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 5,140 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $246K.
Money Concepts Capital first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.75M in Q4 2020.
232 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.