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

Tidemark’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
2024
Q1 		– Sell
-82
Closed -$4.03K – 727
2023
Q4 		$4.03K Buy
+82
New +$3.96K ﹤0.01% 533

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tidemark's SLQD Position: Q1 2024 in Review

Tidemark sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2024, closing a stake of 82 shares — an estimated $4.03K sold.

Tidemark first reported a position in SLQD in Q4 2023 and held it in 1 quarter. The position peaked at $4.03K in Q4 2023. 235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

  • Tidemark reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tidemark sold 82 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $4.03K.
  • Tidemark first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Tidemark's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $4.03K in Q4 2023.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Tidemark's 13F filing for Q1 2024, filed 13 May 2024.