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

Avestar Capital’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	-10,774	Closed	-$550K	–	466
2021 Q4	$550K	Sell	10,774 -3,216	-23%	-$165K	0.07%	245
2021 Q3	$723K	Buy	13,990 +3	+0%	+$155	0.09%	224
2021 Q2	$725K	Sell	13,987 -1,797	-11%	-$93.2K	0.1%	227
2021 Q1	$819K	Sell	15,784 -3,292	-17%	-$171K	0.18%	118
2020 Q4	$996K	Sell	19,076 -2,350	-11%	-$122K	0.28%	74
2020 Q3	$1.12M	Buy	+21,426	New	+$1.12M	0.37%	62

Other funds holding SLQD

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

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Avestar Capital's SLQD Position: Q1 2022 in Review

Avestar Capital sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2022, closing a stake of 10,774 shares — an estimated $550K sold.

Avestar Capital first reported a position in SLQD in Q3 2020 and held it in 6 quarters. The position peaked at $1.12M in Q3 2020. 237 funds tracked by Wall St. Rank hold SLQD as of Q1 2022.

Avestar Capital reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Avestar Capital sold 10,774 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $550K.
Avestar Capital first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 6 quarters.
Avestar Capital's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.12M in Q3 2020.
237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Avestar Capital's 13F filing for Q1 2022, filed 26 Apr 2022.