Robertson Stephens Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Robertson Stephens Wealth Management’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	-8,000	Closed	-$408K	–	405
2021 Q4	$408K	Sell	8,000 -2,742	-26%	-$141K	0.03%	284
2021 Q3	$555K	Sell	10,742 -5,717	-35%	-$296K	0.06%	193
2021 Q2	$853K	Buy	16,459 +5,954	+57%	+$309K	0.1%	148
2021 Q1	$543K	Buy	10,505 +5,130	+95%	+$267K	0.09%	172
2020 Q4	$280K	Buy	+5,375	New	+$280K	0.06%	200
2020 Q3	–	Sell	-4,894	Closed	-$255K	–	245
2020 Q2	$255K	Buy	+4,894	New	+$252K	0.07%	156
2020 Q1	–	Sell	-11,162	Closed	-$569K	–	191
2019 Q4	$569K	Buy	11,162 +979	+10%	+$50K	0.29%	57
2019 Q3	$521K	Buy	10,183 +1,973	+24%	+$101K	0.26%	69
2019 Q2	$418K	Buy	+8,210	New	+$415K	0.41%	47

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

Robertson Stephens Wealth Management's SLQD Position: Q1 2022 in Review

Robertson Stephens Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2022, closing a stake of 8,000 shares — an estimated $408K sold.

Robertson Stephens Wealth Management first reported a position in SLQD in Q2 2019 and held it in 9 quarters. The position peaked at $853K in Q2 2021. 237 funds tracked by Wall St. Rank hold SLQD as of Q1 2022.

Robertson Stephens Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Robertson Stephens Wealth Management sold 8,000 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $408K.
Robertson Stephens Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 9 quarters.
Robertson Stephens Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $853K in Q2 2021.
237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.