5L
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55I LLC’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

55I LLC’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
Q1 		– Sell
-7,207
Closed -$368K – 540
2021
Q4 		$368K Sell
7,207
-8,322
-54% -$427K 0.01% 382
2021
Q3 		$803K Sell
15,529
-29,582
-66% -$1.53M 0.02% 258
2021
Q2 		$2.34M Buy
45,111
+32,407
+255% +$1.68M 0.08% 132
2021
Q1 		$658K Buy
+12,704
New +$660K 0.03% 189

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

55I LLC's SLQD Position: Q1 2022 in Review

55I LLC sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2022, closing a stake of 7,207 shares — an estimated $368K sold.

55I LLC first reported a position in SLQD in Q1 2021 and held it in 4 quarters. The position peaked at $2.34M in Q2 2021. 237 funds tracked by Wall St. Rank hold SLQD as of Q1 2022.

  • 55I LLC reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • 55I LLC sold 7,207 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $368K.
  • 55I LLC first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
  • 55I LLC's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.34M in Q2 2021.
  • 237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on 55I LLC's 13F filing for Q1 2022, filed 11 May 2022.