Wills Financial Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Wills Financial Group’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
2022 Q4	–	Sell	-6,335	Closed	-$300K	–	62
2022 Q3	$300K	Sell	6,335 -6,864	-52%	-$332K	0.17%	51
2022 Q2	$640K	Sell	13,199 -844	-6%	-$41.1K	0.31%	46
2022 Q1	$693K	Sell	14,043 -300	-2%	-$15K	0.29%	47
2021 Q4	$732K	Buy	14,343 +3,295	+30%	+$169K	0.29%	50
2021 Q3	$570K	Sell	11,048 -145	-1%	-$7.51K	0.26%	49
2021 Q2	$580K	Sell	11,193 -225	-2%	-$11.7K	0.25%	51
2021 Q1	$591K	Buy	11,418 +45	+0.4%	+$2.34K	0.29%	44
2020 Q4	$593K	Buy	+11,373	New	+$593K	0.3%	43

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

Wills Financial Group's SLQD Position: Q4 2022 in Review

Wills Financial Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2022, closing a stake of 6,335 shares — an estimated $300K sold.

Wills Financial Group first reported a position in SLQD in Q4 2020 and held it in 8 quarters. The position peaked at $732K in Q4 2021. 242 funds tracked by Wall St. Rank hold SLQD as of Q4 2022.

Wills Financial Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Wills Financial Group sold 6,335 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $300K.
Wills Financial Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Wills Financial Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $732K in Q4 2021.
242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Wills Financial Group's 13F filing for Q4 2022, filed 14 Feb 2023.