Simplify Asset Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Simplify Asset 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
2024 Q1	–	Sell	-12,148	Closed	-$598K	–	138
2023 Q4	$598K	Sell	12,148 -31,423	-72%	-$1.52M	0.05%	89
2023 Q3	$2.09M	Hold	43,571	–	–	0.24%	54
2023 Q2	$2.1M	Buy	+43,571	New	+$2.11M	0.28%	54

Other funds holding SLQD

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Simplify Asset Management's SLQD Position: Q1 2024 in Review

Simplify Asset Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2024, closing a stake of 12,148 shares — an estimated $598K sold.

Simplify Asset Management first reported a position in SLQD in Q2 2023 and held it in 3 quarters. The position peaked at $2.1M in Q2 2023. 235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

Simplify Asset Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Simplify Asset Management sold 12,148 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $598K.
Simplify Asset Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
Simplify Asset Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.1M in Q2 2023.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Simplify Asset Management's 13F filing for Q1 2024, filed 13 May 2024.