1834 Investment Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

1834 Investment Advisors’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 Q2	–	Sell	-400	Closed	-$20K	–	498
2022 Q1	$20K	Hold	400	–	–	﹤0.01%	312
2021 Q4	$20K	Hold	400	–	–	﹤0.01%	334
2021 Q3	$21K	Hold	400	–	–	﹤0.01%	339
2021 Q2	$21K	Hold	400	–	–	﹤0.01%	361
2021 Q1	$21K	Hold	400	–	–	﹤0.01%	322
2020 Q4	$21K	Hold	400	–	–	﹤0.01%	314
2020 Q3	$21K	Hold	400	–	–	﹤0.01%	304
2020 Q2	$21K	Hold	400	–	–	﹤0.01%	285
2020 Q1	$20K	Hold	400	–	–	﹤0.01%	299
2019 Q4	$20K	Hold	400	–	–	﹤0.01%	330
2019 Q3	$20K	Hold	400	–	–	﹤0.01%	328
2019 Q2	$20K	Hold	400	–	–	﹤0.01%	338
2019 Q1	$20K	Hold	400	–	–	﹤0.01%	325
2018 Q4	$20K	Hold	400	–	–	﹤0.01%	324
2018 Q3	$20K	Hold	400	–	–	﹤0.01%	332
2018 Q2	$20K	Hold	400	–	–	﹤0.01%	334
2018 Q1	$20K	Hold	400	–	–	﹤0.01%	351
2017 Q4	$20K	Buy	+400	New	+$20.2K	﹤0.01%	364

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FMII

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

WIA

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

1834 Investment Advisors's SLQD Position: Q2 2022 in Review

1834 Investment Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2022, closing a stake of 400 shares — an estimated $20K sold.

1834 Investment Advisors first reported a position in SLQD in Q4 2017 and held it in 18 quarters. The position peaked at $21K in Q3 2021. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2022.

1834 Investment Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
1834 Investment Advisors sold 400 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $20K.
1834 Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 18 quarters.
1834 Investment Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $21K in Q3 2021.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on 1834 Investment Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.