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

StrategIQ Financial Group’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 Q4	$5.48M	Buy	111,460 +12,707	+13%	+$614K	0.62%	39
2023 Q3	$4.74M	Buy	98,753 +1,556	+2%	+$74.9K	0.55%	46
2023 Q2	$4.69M	Sell	97,197 -3	-0%	-$145	0.53%	47
2023 Q1	$4.71M	Buy	97,200 +1,647	+2%	+$79.3K	0.54%	44
2022 Q4	$4.57M	Sell	95,553 -11,710	-11%	-$558K	0.53%	43
2022 Q3	$5.08M	Sell	107,263 -36,092	-25%	-$1.75M	0.65%	36
2022 Q2	$6.95M	Buy	143,355 +46,519	+48%	+$2.27M	0.84%	30
2022 Q1	$4.78M	Buy	96,836 +64,558	+200%	+$3.24M	0.52%	45
2021 Q4	$1.65M	Buy	+32,278	New	+$1.65M	0.17%	101

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 $4.13B AUM 32.58% 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

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

WIA

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

RJFSA

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

StrategIQ Financial Group's SLQD Position: Q4 2023 in Review

StrategIQ Financial Group increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 13% in Q4 2023, buying an estimated $614K and bringing the position to 111,460 shares worth $5.48M. The position accounts for 0.62% of the portfolio, ranked #39.

StrategIQ Financial Group first reported a position in SLQD in Q4 2021 and has held it in 9 quarters since. The position peaked at $6.95M in Q2 2022. 244 funds tracked by Wall St. Rank hold SLQD as of Q4 2023.

StrategIQ Financial Group held 111,460 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $5.48M as of Q4 2023.
StrategIQ Financial Group bought 12,707 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $614K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.62% of StrategIQ Financial Group's portfolio in Q4 2023, its #39 holding.
StrategIQ Financial Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 9 quarters since.
StrategIQ Financial Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $6.95M in Q2 2022.
244 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.