Security Financial Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Security Financial Services’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
2023 Q1	–	Sell	-13,018	Closed	-$623K	–	143
2022 Q4	$623K	Buy	13,018 +402	+3%	+$19.1K	0.19%	81
2022 Q3	$598K	Buy	12,616 +259	+2%	+$12.5K	0.2%	83
2022 Q2	$599K	Buy	12,357 +6,718	+119%	+$327K	0.19%	79
2022 Q1	$278K	Buy	+5,639	New	+$283K	0.09%	120

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Security Financial Services's SLQD Position: Q1 2023 in Review

Security Financial Services sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2023, closing a stake of 13,018 shares — an estimated $623K sold.

Security Financial Services first reported a position in SLQD in Q1 2022 and held it in 4 quarters. The position peaked at $623K in Q4 2022. 231 funds tracked by Wall St. Rank hold SLQD as of Q1 2023.

Security Financial Services reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Security Financial Services sold 13,018 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $623K.
Security Financial Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
Security Financial Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $623K in Q4 2022.
231 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Security Financial Services's 13F filing for Q1 2023, filed 2 May 2023.