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WR Wealth Planners’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

WR Wealth Planners’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
-121
Closed -$5.82K – 943
2023
Q2 		$5.82K Buy
+121
New +$5.85K ﹤0.01% 656

Other funds holding SLQD

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
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

WR Wealth Planners's SLQD Position: Q3 2023 in Review

WR Wealth Planners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2023, closing a stake of 121 shares — an estimated $5.82K sold.

WR Wealth Planners first reported a position in SLQD in Q2 2023 and held it in 1 quarter. The position peaked at $5.82K in Q2 2023. 233 funds tracked by Wall St. Rank hold SLQD as of Q3 2023.

  • WR Wealth Planners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • WR Wealth Planners sold 121 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $5.82K.
  • WR Wealth Planners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • WR Wealth Planners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $5.82K 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 WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.