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

Peterson 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
Q3 		$3.11K Buy
+62
New +$3.09K 0.01% 341

Other funds holding SLQD

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Peterson Financial Group's SLQD Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2024: 62 shares worth $3.11K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings.

237 funds tracked by Wall St. Rank hold SLQD as of Q3 2024.

  • Peterson Financial Group held 62 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $3.11K as of Q3 2024.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Peterson Financial Group position in Q3 2024.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #341 holding.
  • 237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.