Sowell Financial Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-33,761	Closed	-$1.64M	–	787
2023 Q1	$1.64M	Buy	+33,761	New	+$1.63M	0.13%	190
2021 Q2	–	Sell	-185	Closed	-$10K	–	2365
2021 Q1	$10K	Hold	185	–	–	﹤0.01%	2330
2020 Q4	$10K	Hold	185	–	–	﹤0.01%	2023
2020 Q3	$10K	Hold	185	–	–	﹤0.01%	1811
2020 Q2	$10K	Hold	185	–	–	﹤0.01%	1703
2020 Q1	$9K	Hold	185	–	–	﹤0.01%	1649
2019 Q4	$9K	Sell	185 -773	-81%	-$39.5K	﹤0.01%	1729
2019 Q3	$49K	Buy	+958	New	+$48.8K	﹤0.01%	1005

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

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

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

Macquarie Group

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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