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

Smith & Howard 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
2022 Q2	–	Sell	-5,322	Closed	-$263K	–	73
2022 Q1	$263K	Sell	5,322 -7,344	-58%	-$368K	0.11%	56
2021 Q4	$647K	Sell	12,666 -9,867	-44%	-$506K	0.29%	38
2021 Q3	$1.17M	Hold	22,533	–	–	0.55%	27
2021 Q2	$1.17M	Sell	22,533 -275	-1%	-$14.3K	0.56%	28
2021 Q1	$1.18M	Sell	22,808 -2,590	-10%	-$135K	0.59%	27
2020 Q4	$1.33M	Buy	25,398 +738	+3%	+$38.4K	0.71%	25
2020 Q3	$1.28M	Sell	24,660 -120	-0.5%	-$6.26K	0.76%	25
2020 Q2	$1.29M	Sell	24,780 -16,216	-40%	-$834K	0.8%	25
2020 Q1	$2.06M	Sell	40,996 -131,713	-76%	-$6.67M	1.31%	18
2019 Q4	$8.81M	Buy	172,709 +165,884	+2,431%	+$8.47M	3%	8
2019 Q3	$349K	Hold	6,825	–	–	0.14%	48
2019 Q2	$348K	Buy	+6,825	New	+$345K	0.15%	39
2017 Q2	–	Sell	-4,191	Closed	-$211K	–	63
2017 Q1	$211K	Buy	+4,191	New	+$211K	0.1%	49

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

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

AWMS

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FMII

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Smith & Howard Wealth Management's SLQD Position: Q2 2022 in Review

Smith & Howard Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2022, closing a stake of 5,322 shares — an estimated $263K sold.

Smith & Howard Wealth Management first reported a position in SLQD in Q1 2017 and held it in 13 quarters. The position peaked at $8.81M in Q4 2019. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2022.

Smith & Howard Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Smith & Howard Wealth Management sold 5,322 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $263K.
Smith & Howard Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2017 and held it in 13 quarters.
Smith & Howard Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $8.81M in Q4 2019.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.