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

Regal 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 Q2	–	Sell	-5,489	Closed	-$270K	–	603
2024 Q1	$270K	Sell	5,489 -4,386	-44%	-$215K	0.02%	479
2023 Q4	$486K	Sell	9,875 -710	-7%	-$34.3K	0.04%	327
2023 Q3	$508K	Sell	10,585 -142	-1%	-$6.83K	0.04%	289
2023 Q2	$517K	Buy	10,727 +158	+1%	+$7.64K	0.04%	289
2023 Q1	$512K	Buy	10,569 +422	+4%	+$20.3K	0.05%	283
2022 Q4	$486K	Buy	+10,147	New	+$483K	0.05%	281

Other funds holding SLQD

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

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

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Regal Investment Advisors's SLQD Position: Q2 2024 in Review

Regal Investment Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2024, closing a stake of 5,489 shares — an estimated $270K sold.

Regal Investment Advisors first reported a position in SLQD in Q4 2022 and held it in 6 quarters. The position peaked at $517K in Q2 2023. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2024.

Regal Investment Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Regal Investment Advisors sold 5,489 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $270K.
Regal Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
Regal Investment Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $517K in Q2 2023.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Regal Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.