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WealthPLAN Partners’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

WealthPLAN Partners’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
2021
Q1 		– Sell
-4,610
Closed -$240K – 348
2020
Q4 		$240K Hold
4,610
– – 0.02% 297
2020
Q3 		$240K Buy
+4,610
New +$241K 0.02% 280

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $540M AUM 33.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

WealthPLAN Partners's SLQD Position: Q1 2021 in Review

WealthPLAN Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2021, closing a stake of 4,610 shares — an estimated $240K sold.

WealthPLAN Partners first reported a position in SLQD in Q3 2020 and held it in 2 quarters. The position peaked at $240K in Q4 2020. 212 funds tracked by Wall St. Rank hold SLQD as of Q1 2021.

  • WealthPLAN Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • WealthPLAN Partners sold 4,610 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $240K.
  • WealthPLAN Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • WealthPLAN Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $240K in Q4 2020.
  • 212 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on WealthPLAN Partners's 13F filing for Q1 2021, filed 11 May 2021.