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

Advisor Partners’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
-45,795
Closed -$2.34M – 911
2021
Q4 		$2.34M Buy
+45,795
New +$2.35M 0.14% 141

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisor Partners's SLQD Position: Q1 2022 in Review

Advisor Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2022, closing a stake of 45,795 shares — an estimated $2.34M sold.

Advisor Partners first reported a position in SLQD in Q4 2021 and held it in 1 quarter. The position peaked at $2.34M in Q4 2021. 236 funds tracked by Wall St. Rank hold SLQD as of Q1 2022.

  • Advisor Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Advisor Partners sold 45,795 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $2.34M.
  • Advisor Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Advisor Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.34M in Q4 2021.
  • 236 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Advisor Partners's 13F filing for Q1 2022, filed 27 Apr 2022.