Wagner Wealth Management (South Carolina)’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Wagner Wealth Management (South Carolina)’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	-4,962	Closed	-$244K	–	273
2023 Q4	$244K	Sell	4,962 -218	-4%	-$10.5K	0.08%	111
2023 Q3	$249K	Sell	5,180 -160	-3%	-$7.7K	0.09%	99
2023 Q2	$257K	Sell	5,340 -1,610	-23%	-$77.9K	0.1%	97
2023 Q1	$337K	Buy	6,950 +889	+15%	+$42.8K	0.15%	87
2022 Q4	$290K	Sell	6,061 -1,631	-21%	-$77.7K	0.18%	90
2022 Q3	$365K	Buy	7,692 +235	+3%	+$11.4K	0.27%	67
2022 Q2	$361K	Sell	7,457 -6,789	-48%	-$331K	0.29%	66
2022 Q1	$704K	Buy	14,246 +12,761	+859%	+$640K	0.49%	55
2021 Q4	$76K	Sell	1,485 -3,706	-71%	-$190K	0.06%	203
2021 Q3	$267K	Buy	5,191 +252	+5%	+$13.1K	0.21%	94
2021 Q2	$256K	Buy	4,939 +183	+4%	+$9.49K	0.18%	98
2021 Q1	$246K	Buy	+4,756	New	+$247K	0.19%	97

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SLQD Position: Q1 2024 in Review

Wagner Wealth Management (South Carolina) sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2024, closing a stake of 4,962 shares — an estimated $244K sold.

Wagner Wealth Management (South Carolina) first reported a position in SLQD in Q1 2021 and held it in 12 quarters. The position peaked at $704K in Q1 2022. 235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

Wagner Wealth Management (South Carolina) reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 4,962 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $244K.
Wagner Wealth Management (South Carolina) first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 12 quarters.
Wagner Wealth Management (South Carolina)'s iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $704K in Q1 2022.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2024, filed 23 Apr 2024.