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

Advisor 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
2019
Q4 		$4.52M Buy
88,504
+6,389
+8% +$326K 0.03% 450
2019
Q3 		$4.2M Sell
82,115
-2,084
-2% -$106K 0.03% 470
2019
Q2 		$4.29M Buy
84,199
+55,732
+196% +$2.81M 0.03% 451
2019
Q1 		$1.44M Buy
28,467
+15,220
+115% +$761K 0.01% 874
2018
Q4 		$655K Buy
13,247
+1,586
+14% +$78.4K 0.01% 1221
2018
Q3 		$579K Buy
11,661
+3,811
+49% +$189K 0.01% 1361
2018
Q2 		$389K Buy
7,850
+3,192
+69% +$158K 0.01% 1500
2018
Q1 		$232K Sell
4,658
-1,485
-24% -$74.1K ﹤0.01% 1862
2017
Q4 		$309K Sell
6,143
-1,990
-24% -$100K ﹤0.01% 1676
2017
Q3 		$412K Buy
8,133
+5
+0.1% +$253 0.01% 1322
2017
Q2 		$410K Buy
8,128
+1,204
+17% +$60.8K 0.01% 1275
2017
Q1 		$349K Buy
6,924
+194
+3% +$9.76K 0.01% 1290
2016
Q4 		$338K Buy
6,730
+269
+4% +$13.6K 0.01% 1238
2016
Q3 		$328K Buy
6,461
+1,117
+21% +$56.9K 0.01% 1216
2016
Q2 		$270K Buy
+5,344
New +$271K 0.01% 1252

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM

Advisor Group's SLQD Position: Q4 2019 in Review

Advisor Group increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 7.8% in Q4 2019, buying an estimated $326K and bringing the position to 88,504 shares worth $4.52M. The position accounts for 0.03% of the portfolio, ranked #450.

Advisor Group first reported a position in SLQD in Q2 2016 and has held it in 15 quarters since. 148 funds tracked by Wall St. Rank hold SLQD as of Q4 2019.

  • Advisor Group held 88,504 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $4.52M as of Q4 2019.
  • Advisor Group bought 6,389 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $326K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Advisor Group's portfolio in Q4 2019, its #450 holding.
  • Advisor Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 15 quarters since.
  • 148 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.