Oliver Lagore Vanvalin Investment Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023 Q4	–	Sell	-94	Closed	-$4.51K	–	861
2023 Q3	$4.51K	Sell	94 -373	-80%	-$17.9K	﹤0.01%	571
2023 Q2	$22.5K	Buy	+467	New	+$22.6K	0.01%	353

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

Oliver Lagore Vanvalin Investment Group's SLQD Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2023, closing a stake of 94 shares — an estimated $4.51K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SLQD in Q2 2023 and held it in 2 quarters. The position peaked at $22.5K in Q2 2023. 244 funds tracked by Wall St. Rank hold SLQD as of Q4 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 94 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $4.51K.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
Oliver Lagore Vanvalin Investment Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $22.5K in Q2 2023.
244 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.