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

Walkner Condon 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
2023 Q1	–	Sell	-16,293	Closed	-$780K	–	245
2022 Q4	$780K	Sell	16,293 -980	-6%	-$46.7K	0.23%	90
2022 Q3	$819K	Buy	17,273 +1,809	+12%	+$87.6K	0.26%	80
2022 Q2	$749K	Buy	15,464 +4,278	+38%	+$208K	0.23%	89
2022 Q1	$552K	Buy	+11,186	New	+$561K	0.16%	121
2021 Q4	–	Sell	-8,117	Closed	-$417K	–	166
2021 Q3	$417K	Sell	8,117 -3,524	-30%	-$182K	0.21%	93
2021 Q2	$605K	Sell	11,641 -49,982	-81%	-$2.59M	0.22%	85
2021 Q1	$3.19M	Sell	61,623 -58,390	-49%	-$3.03M	1.24%	21
2020 Q4	$6.27M	Buy	120,013 +27,751	+30%	+$1.45M	2.7%	9
2020 Q3	$4.81M	Buy	92,262 +25,606	+38%	+$1.34M	2.58%	10
2020 Q2	$3.47M	Buy	+66,656	New	+$3.43M	3.06%	8

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

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

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

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

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

Walkner Condon Financial Advisors's SLQD Position: Q1 2023 in Review

Walkner Condon Financial Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2023, closing a stake of 16,293 shares — an estimated $780K sold.

Walkner Condon Financial Advisors first reported a position in SLQD in Q2 2020 and held it in 10 quarters. The position peaked at $6.27M in Q4 2020. 232 funds tracked by Wall St. Rank hold SLQD as of Q1 2023.

Walkner Condon Financial Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Walkner Condon Financial Advisors sold 16,293 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $780K.
Walkner Condon Financial Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 10 quarters.
Walkner Condon Financial Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $6.27M in Q4 2020.
232 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.