PBF
SLQD icon

Petix & Botte Financial’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-5,629
Closed -$277K – 149
2024
Q1 		$277K Buy
+5,629
New +$277K 0.07% 116

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $626M AUM 17.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Petix & Botte Financial's SLQD Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2024, closing a stake of 5,629 shares — an estimated $277K sold.

Petix & Botte Financial first reported a position in SLQD in Q1 2024 and held it in 1 quarter. The position peaked at $277K in Q1 2024. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 5,629 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $277K.
  • Petix & Botte Financial first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $277K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.