Simplicity Solutions’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Simplicity Solutions’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 Q4	–	Sell	-4,303	Closed	-$204K	–	718
2022 Q3	$204K	Sell	4,303 -206	-5%	-$9.97K	0.03%	596
2022 Q2	$219K	Buy	+4,509	New	+$220K	0.03%	558
2021 Q1	–	Sell	-75,993	Closed	-$3.97M	–	902
2020 Q4	$3.97M	Buy	75,993 +3,133	+4%	+$163K	0.06%	260
2020 Q3	$3.8M	Buy	72,860 +11,733	+19%	+$612K	0.07%	230
2020 Q2	$3.19M	Buy	61,127 +11,898	+24%	+$612K	0.06%	236
2020 Q1	$2.47M	Sell	49,229 -10,858	-18%	-$550K	0.08%	197
2019 Q4	$3.07M	Buy	60,087 +10,850	+22%	+$554K	0.09%	179
2019 Q3	$2.52M	Sell	49,237 -773	-2%	-$39.4K	0.1%	166
2019 Q2	$2.55M	Buy	50,010 +17,256	+53%	+$871K	0.11%	140
2019 Q1	$1.65M	Buy	+32,754	New	+$1.64M	0.1%	181
2018 Q4	–	Sell	-6,727	Closed	-$334K	–	769
2018 Q3	$334K	Buy	+6,727	New	+$334K	0.02%	346

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

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

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

Simplicity Solutions's SLQD Position: Q4 2022 in Review

Simplicity Solutions sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2022, closing a stake of 4,303 shares — an estimated $204K sold.

Simplicity Solutions first reported a position in SLQD in Q3 2018 and held it in 11 quarters. The position peaked at $3.97M in Q4 2020. 242 funds tracked by Wall St. Rank hold SLQD as of Q4 2022.

Simplicity Solutions reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Simplicity Solutions sold 4,303 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $204K.
Simplicity Solutions first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and held it in 11 quarters.
Simplicity Solutions's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.97M in Q4 2020.
242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Simplicity Solutions's 13F filing for Q4 2022, filed 2 Feb 2023.