Realta Investment Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Realta Investment Advisors’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	-250	Closed	-$12.5K	–	405
2024 Q3	$12.5K	Hold	250	–	–	0.01%	294
2024 Q2	$12.3K	Hold	250	–	–	﹤0.01%	662
2024 Q1	$12.3K	Buy	+250	New	+$12.3K	﹤0.01%	680
2023 Q4	–	Sell	-250	Closed	-$12.1K	–	739
2023 Q3	$12.1K	Hold	250	–	–	﹤0.01%	662
2023 Q2	$12.1K	Buy	+250	New	+$12.1K	﹤0.01%	711
2023 Q1	–	Sell	-7,090	Closed	-$339K	–	761
2022 Q4	$339K	Buy	7,090 +6,440	+991%	+$307K	0.08%	276
2022 Q3	$31K	Buy	+650	New	+$31.5K	0.01%	576

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

Realta Investment Advisors's SLQD Position: Q4 2024 in Review

Realta Investment Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2024, closing a stake of 250 shares — an estimated $12.5K sold.

Realta Investment Advisors first reported a position in SLQD in Q3 2022 and held it in 7 quarters. The position peaked at $339K in Q4 2022. 247 funds tracked by Wall St. Rank hold SLQD as of Q4 2024.

Realta Investment Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 250 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $12.5K.
Realta Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
Realta Investment Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $339K in Q4 2022.
247 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.