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

Retirement Group’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	$155K	Hold	3,150	–	–	0.06%	132
2023 Q4	$155K	Hold	3,150	–	–	0.06%	121
2023 Q3	$151K	Hold	3,150	–	–	0.06%	121
2023 Q2	$152K	Hold	3,150	–	–	0.06%	118
2023 Q1	$153K	Sell	3,150 -2,790	-47%	-$134K	0.07%	109
2022 Q4	$284K	Buy	5,940 +4,795	+419%	+$228K	0.14%	65
2022 Q3	$54K	Sell	1,145 -5,487	-83%	-$266K	0.04%	114
2022 Q2	$321K	Sell	6,632 -4,542	-41%	-$221K	0.13%	81
2022 Q1	$552K	Sell	11,174 -8,539	-43%	-$428K	0.21%	61
2021 Q4	$1.01M	Sell	19,713 -2,590	-12%	-$133K	0.44%	38
2021 Q3	$1.15M	Sell	22,303 -442	-2%	-$22.9K	0.53%	34
2021 Q2	$1.18M	Buy	22,745 +3,060	+16%	+$159K	0.57%	34
2021 Q1	$1.02M	Buy	19,685 +2,284	+13%	+$119K	0.46%	39
2020 Q4	$908K	Sell	17,401 -6,476	-27%	-$337K	0.42%	42
2020 Q3	$1.24M	Buy	23,877 +10,131	+74%	+$529K	0.7%	30
2020 Q2	$716K	Buy	+13,746	New	+$707K	0.44%	48
2019 Q4	$209K	Buy	+4,097	New	+$209K	0.14%	109

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Group's SLQD Position: Q1 2024 in Review

Retirement Group held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q1 2024 at 3,150 shares worth $155K. The position accounts for 0.06% of the portfolio, ranked #132.

Retirement Group first reported a position in SLQD in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.24M in Q3 2020. 235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

Retirement Group held 3,150 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $155K as of Q1 2024.
Retirement Group left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2024.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Retirement Group's portfolio in Q1 2024, its #132 holding.
Retirement Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.24M in Q3 2020.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.