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

Tucker Asset Management’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 Q2	–	Sell	-282	Closed	-$13.7K	–	1276
2023 Q1	$13.7K	Sell	282 -168	-37%	-$8.09K	﹤0.01%	495
2022 Q4	$21.6K	Hold	450	–	–	0.01%	236
2022 Q3	$21.3K	Buy	450 +1	+0.2%	+$48	0.01%	227
2022 Q2	$21.8K	Buy	449 +397	+763%	+$19.3K	0.01%	155
2022 Q1	$2.57K	Hold	52	–	–	﹤0.01%	396
2021 Q4	$2.66K	Buy	52 +21	+68%	+$1.08K	﹤0.01%	355
2021 Q3	$1.59K	Sell	31 -16	-34%	-$829	﹤0.01%	306
2021 Q2	$2.44K	Hold	47	–	–	﹤0.01%	264
2021 Q1	$2.43K	Sell	47 -3	-6%	-$156	﹤0.01%	252
2020 Q4	$2.61K	Buy	+50	New	+$2.6K	﹤0.01%	256

Other funds holding SLQD

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Tucker Asset Management's SLQD Position: Q2 2023 in Review

Tucker Asset Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2023, closing a stake of 282 shares — an estimated $13.7K sold.

Tucker Asset Management first reported a position in SLQD in Q4 2020 and held it in 10 quarters. The position peaked at $21.8K in Q2 2022. 230 funds tracked by Wall St. Rank hold SLQD as of Q2 2023.

Tucker Asset Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Tucker Asset Management sold 282 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $13.7K.
Tucker Asset Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
Tucker Asset Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $21.8K in Q2 2022.
230 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Tucker Asset Management's 13F filing for Q2 2023, filed 8 Sep 2023.