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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Federal Reserve Bank of New York New York $5.06B AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return