Proffitt & Goodson’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Proffitt & Goodson’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 Q4	–	Sell	-2,450	Closed	-$124K	–	306
2024 Q3	$124K	Hold	2,450	–	–	0.02%	124
2024 Q2	$121K	Hold	2,450	–	–	0.02%	123
2024 Q1	$121K	Buy	+2,450	New	+$120K	0.02%	122
2022 Q3	–	Sell	-6,047	Closed	-$293K	–	261
2022 Q2	$293K	Buy	6,047 +4,547	+303%	+$222K	0.06%	98
2022 Q1	$74K	Sell	1,500 -52,494	-97%	-$2.63M	0.01%	164
2021 Q4	$2.76M	Buy	+53,994	New	+$2.77M	0.48%	27

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WIA

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Proffitt & Goodson's SLQD Position: Q4 2024 in Review

Proffitt & Goodson sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2024, closing a stake of 2,450 shares — an estimated $124K sold.

Proffitt & Goodson first reported a position in SLQD in Q4 2021 and held it in 6 quarters. The position peaked at $2.76M in Q4 2021. 247 funds tracked by Wall St. Rank hold SLQD as of Q4 2024.

Proffitt & Goodson reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Proffitt & Goodson sold 2,450 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $124K.
Proffitt & Goodson first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Proffitt & Goodson's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.76M in Q4 2021.
247 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Proffitt & Goodson's 13F filing for Q4 2024, filed 5 Feb 2025.