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

True Link 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
2024 Q2	–	Sell	-10,815	Closed	-$532K	–	69
2024 Q1	$532K	Hold	10,815	–	–	0.05%	40
2023 Q4	$532K	Sell	10,815 -700	-6%	-$33.8K	0.06%	39
2023 Q3	$553K	Hold	11,515	–	–	0.07%	72
2023 Q2	$555K	Hold	11,515	–	–	0.07%	74
2023 Q1	$558K	Hold	11,515	–	–	0.07%	76
2022 Q4	$551K	Hold	11,515	–	–	0.07%	72
2022 Q3	$546K	Buy	+11,515	New	+$557K	0.08%	79

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 $3.62B AUM 21.35% 1-Year Est. Return

RJFSA

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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

True Link Financial Advisors's SLQD Position: Q2 2024 in Review

True Link Financial Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2024, closing a stake of 10,815 shares — an estimated $532K sold.

True Link Financial Advisors first reported a position in SLQD in Q3 2022 and held it in 7 quarters. The position peaked at $558K in Q1 2023. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2024.

True Link Financial Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
True Link Financial Advisors sold 10,815 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $532K.
True Link Financial Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
True Link Financial Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $558K in Q1 2023.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on True Link Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.