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

Avondale 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
2018 Q3	–	Sell	-92	Closed	-$5K	–	100
2018 Q2	$5K	Hold	92	–	–	﹤0.01%	94
2018 Q1	$4K	Buy	92 +16	+21%	+$798	﹤0.01%	97
2017 Q4	$4K	Buy	+76	New	+$3.83K	﹤0.01%	115

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

FTIOP

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

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

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Avondale Wealth Management's SLQD Position: Q3 2018 in Review

Avondale Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2018, closing a stake of 92 shares — an estimated $5K sold.

Avondale Wealth Management first reported a position in SLQD in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q2 2018. 107 funds tracked by Wall St. Rank hold SLQD as of Q3 2018.

Avondale Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Avondale Wealth Management sold 92 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2018, an estimated $5K.
Avondale Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 3 quarters.
Avondale Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $5K in Q2 2018.
107 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2018.

Based on Avondale Wealth Management's 13F filing for Q3 2018, filed 24 Oct 2018.