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

All Terrain Financial 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
2020 Q2	–	Sell	-4,000	Closed	-$201K	–	159
2020 Q1	$201K	Hold	4,000	–	–	0.08%	125
2019 Q4	$204K	Hold	4,000	–	–	0.07%	148
2019 Q3	$205K	Hold	4,000	–	–	0.07%	153
2019 Q2	$204K	Hold	4,000	–	–	0.07%	150
2019 Q1	$202K	Buy	+4,000	New	+$200K	0.07%	159

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

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

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

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

AWM

Argent Wealth Management Waltham, Massachusetts $602M AUM

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

All Terrain Financial Advisors's SLQD Position: Q2 2020 in Review

All Terrain Financial Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2020, closing a stake of 4,000 shares — an estimated $201K sold.

All Terrain Financial Advisors first reported a position in SLQD in Q1 2019 and held it in 5 quarters. The position peaked at $205K in Q3 2019. 168 funds tracked by Wall St. Rank hold SLQD as of Q2 2020.

All Terrain Financial Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
All Terrain Financial Advisors sold 4,000 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $201K.
All Terrain Financial Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
All Terrain Financial Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $205K in Q3 2019.
168 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on All Terrain Financial Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.