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	–	2362
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 $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FMII

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sowell Financial Services's SLQD Position: Q2 2023 in Review

Sowell Financial Services sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2023, closing a stake of 33,761 shares — an estimated $1.64M sold.

Sowell Financial Services first reported a position in SLQD in Q3 2019 and held it in 8 quarters. The position peaked at $1.64M in Q1 2023. 229 funds tracked by Wall St. Rank hold SLQD as of Q2 2023.

Sowell Financial Services reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 33,761 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $1.64M.
Sowell Financial Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.64M in Q1 2023.
229 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.