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

Anchor Investment Management’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
2018 Q4	–	Sell	-1,150	Closed	-$57.1K	–	843
2018 Q3	$57.1K	Buy	1,150 +150	+15%	+$7.45K	0.01%	460
2018 Q2	$49.6K	Sell	1,000 -5,540	-85%	-$275K	0.01%	484
2018 Q1	$325K	Buy	6,540 +6,300	+2,625%	+$314K	0.09%	229
2017 Q4	$12.1K	Buy	+240	New	+$12.1K	﹤0.01%	616

Other funds holding SLQD

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FTIOP

Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

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

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

MLIC

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

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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return

Anchor Investment Management's SLQD Position: Q4 2018 in Review

Anchor Investment Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2018, closing a stake of 1,150 shares — an estimated $57.1K sold.

Anchor Investment Management first reported a position in SLQD in Q4 2017 and held it in 4 quarters. The position peaked at $325K in Q1 2018. 119 funds tracked by Wall St. Rank hold SLQD as of Q4 2018.

Anchor Investment Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Anchor Investment Management sold 1,150 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $57.1K.
Anchor Investment Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
Anchor Investment Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $325K in Q1 2018.
119 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Anchor Investment Management's 13F filing for Q4 2018, filed 3 Jan 2024.