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

NewEdge Wealth’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 Q4	–	Sell	-21,894	Closed	-$1.05M	–	763
2023 Q3	$1.05M	Buy	21,894 +9,281	+74%	+$447K	0.03%	345
2023 Q2	$608K	Buy	+12,613	New	+$610K	0.02%	431

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 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

LWM

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

WIA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NewEdge Wealth's SLQD Position: Q4 2023 in Review

NewEdge Wealth sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2023, closing a stake of 21,894 shares — an estimated $1.05M sold.

NewEdge Wealth first reported a position in SLQD in Q2 2023 and held it in 2 quarters. The position peaked at $1.05M in Q3 2023. 244 funds tracked by Wall St. Rank hold SLQD as of Q4 2023.

NewEdge Wealth reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
NewEdge Wealth sold 21,894 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $1.05M.
NewEdge Wealth first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
NewEdge Wealth's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.05M in Q3 2023.
244 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on NewEdge Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.