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

Sheaff Brock 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
2023 Q1	–	Sell	-6,000	Closed	-$287K	–	544
2022 Q4	$287K	Hold	6,000	–	–	0.03%	347
2022 Q3	$284K	Hold	6,000	–	–	0.03%	345
2022 Q2	$291K	Hold	6,000	–	–	0.02%	345
2022 Q1	$296K	Hold	6,000	–	–	0.02%	378
2021 Q4	$306K	Hold	6,000	–	–	0.02%	375
2021 Q3	$310K	Hold	6,000	–	–	0.02%	365
2021 Q2	$311K	Hold	6,000	–	–	0.02%	357
2021 Q1	$311K	Hold	6,000	–	–	0.02%	348
2020 Q4	$313K	Buy	+6,000	New	+$313K	0.03%	326

Other funds holding SLQD

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Sheaff Brock Investment Advisors's SLQD Position: Q1 2023 in Review

Sheaff Brock Investment Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2023, closing a stake of 6,000 shares — an estimated $287K sold.

Sheaff Brock Investment Advisors first reported a position in SLQD in Q4 2020 and held it in 9 quarters. The position peaked at $313K in Q4 2020. 232 funds tracked by Wall St. Rank hold SLQD as of Q1 2023.

Sheaff Brock Investment Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 6,000 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $287K.
Sheaff Brock Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Sheaff Brock Investment Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $313K in Q4 2020.
232 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2023, filed 1 May 2023.