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

Summit Securities 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 Q3	–	Sell	-4	Closed	–	–	974
2023 Q2	$0	Buy	+4	New	+$193	﹤0.01%	1079
2018 Q2	–	Sell	-10,000	Closed	-$497K	–	250
2018 Q1	$497K	Buy	+10,000	New	+$499K	0.12%	87

Other funds holding SLQD

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 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

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 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

WIA

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

Summit Securities Group's SLQD Position: Q3 2023 in Review

Summit Securities Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2023, closing a stake of 4 shares.

Summit Securities Group first reported a position in SLQD in Q1 2018 and held it in 2 quarters. The position peaked at $497K in Q1 2018. 233 funds tracked by Wall St. Rank hold SLQD as of Q3 2023.

Summit Securities Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Summit Securities Group sold 4 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023.
Summit Securities Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 2 quarters.
Summit Securities Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $497K in Q1 2018.
233 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Summit Securities Group's 13F filing for Q3 2023, filed 13 Nov 2023.