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

United Capital 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
-4,966
Closed -$244K – 1104
2024
Q1 		$244K Sell
4,966
-1,847
-27% -$90.7K ﹤0.01% 947
2023
Q4 		$335K Sell
6,813
-5,802
-46% -$280K ﹤0.01% 832
2023
Q3 		$605K Sell
12,615
-1,923
-13% -$92.5K ﹤0.01% 605
2023
Q2 		$701K Buy
14,538
+164
+1% +$7.93K ﹤0.01% 625
2023
Q1 		$697K Buy
14,374
+4,922
+52% +$237K ﹤0.01% 659
2022
Q4 		$452K Sell
9,452
-962
-9% -$45.8K ﹤0.01% 777
2022
Q3 		$494K Buy
10,414
+515
+5% +$24.9K ﹤0.01% 766
2022
Q2 		$480K Buy
9,899
+195
+2% +$9.5K ﹤0.01% 808
2022
Q1 		$479K Sell
9,704
-916
-9% -$45.9K ﹤0.01% 843
2021
Q4 		$542K Sell
10,620
-68
-0.6% -$3.48K ﹤0.01% 833
2021
Q3 		$552K Sell
10,688
-1,060
-9% -$54.9K ﹤0.01% 834
2021
Q2 		$609K Sell
11,748
-440
-4% -$22.8K ﹤0.01% 818
2021
Q1 		$631K Sell
12,188
-2,906
-19% -$151K ﹤0.01% 787
2020
Q4 		$788K Buy
15,094
+3,424
+29% +$178K ﹤0.01% 740
2020
Q3 		$608K Buy
11,670
+1,886
+19% +$98.4K ﹤0.01% 780
2020
Q2 		$510K Sell
9,784
-4,224
-30% -$217K ﹤0.01% 860
2020
Q1 		$702K Buy
14,008
+5,355
+62% +$271K 0.01% 710
2019
Q4 		$442K Buy
8,653
+646
+8% +$33K ﹤0.01% 1032
2019
Q3 		$409K Buy
8,007
+1,124
+16% +$57.3K ﹤0.01% 1002
2019
Q2 		$351K Buy
6,883
+1
+0% +$50 ﹤0.01% 1151
2019
Q1 		$347K Sell
6,882
-94
-1% -$4.7K ﹤0.01% 1084
2018
Q4 		$346K Buy
6,976
+2,309
+49% +$114K ﹤0.01% 1022
2018
Q3 		$232K Buy
+4,667
New +$232K ﹤0.01% 1205

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

United Capital Financial Advisors's SLQD Position: Q2 2024 in Review

United Capital Financial Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2024, closing a stake of 4,966 shares — an estimated $244K sold.

United Capital Financial Advisors first reported a position in SLQD in Q3 2018 and held it in 23 quarters. The position peaked at $788K in Q4 2020. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2024.

  • United Capital 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.
  • United Capital Financial Advisors sold 4,966 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $244K.
  • United Capital Financial Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and held it in 23 quarters.
  • United Capital Financial Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $788K in Q4 2020.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.