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

Argent Wealth 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
2020
Q2 		$22.1M Buy
423,588
+33,971
+9% +$1.75M 3.67% 5
2020
Q1 		$19.5M Buy
389,617
+76,889
+25% +$3.9M 3.97% 6
2019
Q4 		$16M Buy
+312,728
New +$16M 2.68% 7

Other funds holding SLQD

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return

Argent Wealth Management's SLQD Position: Q2 2020 in Review

Argent Wealth Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 8.7% in Q2 2020, buying an estimated $1.75M and bringing the position to 423,588 shares worth $22.1M. The position accounts for 3.67% of the portfolio, ranked #5.

Argent Wealth Management first reported a position in SLQD in Q4 2019 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold SLQD as of Q2 2020.

  • Argent Wealth Management held 423,588 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $22.1M as of Q2 2020.
  • Argent Wealth Management bought 33,971 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $1.75M.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 3.67% of Argent Wealth Management's portfolio in Q2 2020, its #5 holding.
  • Argent Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.