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

Sheets Smith 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
2023
Q4 		– Sell
-2,950
Closed -$142K – 471
2023
Q3 		$142K Buy
+2,950
New +$142K 0.02% 326

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sheets Smith Wealth Management's SLQD Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2023, closing a stake of 2,950 shares — an estimated $142K sold.

Sheets Smith Wealth Management first reported a position in SLQD in Q3 2023 and held it in 1 quarter. The position peaked at $142K in Q3 2023. 244 funds tracked by Wall St. Rank hold SLQD as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,950 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $142K.
  • Sheets Smith Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $142K in Q3 2023.
  • 244 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.