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Vermillion & White Wealth Management Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Vermillion & White Wealth Management Group’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
Q4 		– Sell
-815
Closed -$41.1K – 399
2024
Q3 		$41.1K Hold
815
– – 0.03% 140
2024
Q2 		$40.1K Sell
815
-16
-2% -$785 0.03% 145
2024
Q1 		$40.9K Hold
831
– – 0.03% 134
2023
Q4 		$40.9K Buy
+831
New +$40.2K 0.04% 103

Other funds holding SLQD

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
LPL Financial
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Vermillion & White Wealth Management Group's SLQD Position: Q4 2024 in Review

Vermillion & White Wealth Management Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2024, closing a stake of 815 shares — an estimated $41.1K sold.

Vermillion & White Wealth Management Group first reported a position in SLQD in Q4 2023 and held it in 4 quarters. The position peaked at $41.1K in Q3 2024. 247 funds tracked by Wall St. Rank hold SLQD as of Q4 2024.

  • Vermillion & White Wealth Management Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 815 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $41.1K.
  • Vermillion & White Wealth Management Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $41.1K in Q3 2024.
  • 247 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Vermillion & White Wealth Management Group's 13F filing for Q4 2024, filed 14 Feb 2025.