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

WealthSource 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
2023
Q3 		– Sell
-10,286
Closed -$496K – 510
2023
Q2 		$496K Buy
+10,286
New +$497K 0.03% 319

Other funds holding SLQD

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

WealthSource Partners's SLQD Position: Q3 2023 in Review

WealthSource Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2023, closing a stake of 10,286 shares — an estimated $496K sold.

WealthSource Partners first reported a position in SLQD in Q2 2023 and held it in 1 quarter. The position peaked at $496K in Q2 2023. 233 funds tracked by Wall St. Rank hold SLQD as of Q3 2023.

  • WealthSource Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • WealthSource Partners sold 10,286 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $496K.
  • WealthSource Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • WealthSource Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $496K in Q2 2023.
  • 233 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on WealthSource Partners's 13F filing for Q3 2023, filed 13 Nov 2023.