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

Teamwork Financial Advisors’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
Q1 		– Sell
-5,856
Closed -$280K – 207
2022
Q4 		$280K Sell
5,856
-76
-1% -$3.62K 0.06% 162
2022
Q3 		$281K Buy
+5,932
New +$287K 0.06% 173

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
UBS Group
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Teamwork Financial Advisors's SLQD Position: Q1 2023 in Review

Teamwork Financial Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2023, closing a stake of 5,856 shares — an estimated $280K sold.

Teamwork Financial Advisors first reported a position in SLQD in Q3 2022 and held it in 2 quarters. The position peaked at $281K in Q3 2022. 232 funds tracked by Wall St. Rank hold SLQD as of Q1 2023.

  • Teamwork Financial Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Teamwork Financial Advisors sold 5,856 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $280K.
  • Teamwork Financial Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Teamwork Financial Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $281K in Q3 2022.
  • 232 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Teamwork Financial Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.