Ridgecrest Wealth Partners’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Ridgecrest Wealth Partners’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
2022 Q1	–	Sell	-11,139	Closed	-$569K	–	118
2021 Q4	$569K	Buy	11,139 +1,292	+13%	+$66.2K	0.28%	69
2021 Q3	$509K	Buy	9,847 +200	+2%	+$10.4K	0.28%	69
2021 Q2	$500K	Buy	9,647 +3,700	+62%	+$192K	0.31%	64
2021 Q1	$308K	Buy	+5,947	New	+$309K	0.29%	65

Other funds holding SLQD

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FMII

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

WIA

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

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

Ridgecrest Wealth Partners's SLQD Position: Q1 2022 in Review

Ridgecrest Wealth Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2022, closing a stake of 11,139 shares — an estimated $569K sold.

Ridgecrest Wealth Partners first reported a position in SLQD in Q1 2021 and held it in 4 quarters. The position peaked at $569K in Q4 2021. 237 funds tracked by Wall St. Rank hold SLQD as of Q1 2022.

Ridgecrest Wealth Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Ridgecrest Wealth Partners sold 11,139 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $569K.
Ridgecrest Wealth Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Ridgecrest Wealth Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $569K in Q4 2021.
237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2022, filed 26 Apr 2022.