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

Wealthspan 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
2024 Q1	–	Sell	-6,309	Closed	-$310K	–	101
2023 Q4	$310K	Sell	6,309 -280	-4%	-$13.5K	0.22%	66
2023 Q3	$316K	Sell	6,589 -969	-13%	-$46.6K	0.25%	62
2023 Q2	$364K	Sell	7,558 -61	-0.8%	-$2.95K	0.29%	55
2023 Q1	$369K	Sell	7,619 -1,556	-17%	-$74.9K	0.32%	55
2022 Q4	$439K	Sell	9,175 -6,151	-40%	-$293K	0.4%	45
2022 Q3	$726K	Buy	15,326 +6,496	+74%	+$314K	0.75%	26
2022 Q2	$428K	Sell	8,830 -7,522	-46%	-$367K	0.44%	39
2022 Q1	$807K	Sell	16,352 -6,514	-28%	-$326K	0.73%	26
2021 Q4	$1.17M	Buy	+22,866	New	+$1.17M	1.03%	18

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 $4.13B AUM 32.58% 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 $714M AUM 21.49% 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

Wealthspan Partners's SLQD Position: Q1 2024 in Review

Wealthspan Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2024, closing a stake of 6,309 shares — an estimated $310K sold.

Wealthspan Partners first reported a position in SLQD in Q4 2021 and held it in 9 quarters. The position peaked at $1.17M in Q4 2021. 235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

Wealthspan Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Wealthspan Partners sold 6,309 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $310K.
Wealthspan Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 9 quarters.
Wealthspan Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.17M in Q4 2021.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Wealthspan Partners's 13F filing for Q1 2024, filed 29 Apr 2024.