APA
SLQD icon

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

American Portfolios 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
Q3 		$887K Sell
18,717
-3,690
-16% -$179K 0.04% 468
2022
Q2 		$1.09M Buy
22,407
+1,052
+5% +$51.3K 0.04% 408
2022
Q1 		$1.05M Buy
21,355
+9,419
+79% +$472K 0.04% 466
2021
Q4 		$609K Sell
11,936
-373
-3% -$19.1K 0.02% 653
2021
Q3 		$636K Buy
12,309
+9,156
+290% +$474K 0.02% 613
2021
Q2 		$163K Buy
3,153
+1,742
+123% +$90.3K 0.01% 1206
2021
Q1 		$73.1K Hold
1,411
– – ﹤0.01% 1442
2020
Q4 		$73.7K Hold
1,411
– – ﹤0.01% 1277
2020
Q3 		$73.5K Sell
1,411
-499
-26% -$26K ﹤0.01% 1195
2020
Q2 		$99.5K Sell
1,910
-6,415
-77% -$330K 0.01% 1004
2020
Q1 		$417K Sell
8,325
-2,010
-19% -$102K 0.03% 412
2019
Q4 		$527K Buy
10,335
+45
+0.4% +$2.3K 0.04% 405
2019
Q3 		$526K Buy
10,290
+250
+2% +$12.7K 0.04% 384
2019
Q2 		$512K Hold
10,040
– – 0.04% 383
2019
Q1 		$507K Sell
10,040
-52
-0.5% -$2.6K 0.05% 366
2018
Q4 		$500K Sell
10,092
-584
-5% -$28.9K 0.06% 280
2018
Q3 		$530K Sell
10,676
-3,027
-22% -$150K 0.06% 293
2018
Q2 		$680K Sell
13,703
-692
-5% -$34.3K 0.09% 219
2018
Q1 		$716K Buy
14,395
+1,372
+11% +$68.4K 0.11% 191
2017
Q4 		$655K Buy
+13,023
New +$656K 0.1% 204

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Portfolios Advisors's SLQD Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 16% in Q3 2022, selling an estimated $179K and leaving 18,717 shares worth $887K. The position accounts for 0.04% of the portfolio, ranked #468.

American Portfolios Advisors first reported a position in SLQD in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.09M in Q2 2022. 234 funds tracked by Wall St. Rank hold SLQD as of Q3 2022.

  • American Portfolios Advisors held 18,717 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $887K as of Q3 2022.
  • American Portfolios Advisors sold 3,690 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $179K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #468 holding.
  • American Portfolios Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.09M in Q2 2022.
  • 234 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.