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Processus Wealth & Capital Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Processus Wealth & Capital Management’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
Q1 		– Sell
-28,393
Closed -$1.4M – 40
2023
Q4 		$1.4M Buy
+28,393
New +$1.37M 1.4% 29

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
LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Processus Wealth & Capital Management's SLQD Position: Q1 2024 in Review

Processus Wealth & Capital Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2024, closing a stake of 28,393 shares — an estimated $1.4M sold.

Processus Wealth & Capital Management first reported a position in SLQD in Q4 2023 and held it in 1 quarter. The position peaked at $1.4M in Q4 2023. 235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

  • Processus Wealth & Capital Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Processus Wealth & Capital Management sold 28,393 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $1.4M.
  • Processus Wealth & Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Processus Wealth & Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.4M in Q4 2023.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Processus Wealth & Capital Management's 13F filing for Q1 2024, filed 16 Apr 2024.