B, B, H, & B Inc’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

B, B, H, & B Inc’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	-141,987	Closed	-$7.25M	–	33
2021 Q4	$7.25M	Buy	141,987 +97	+0.1%	+$4.97K	6.04%	5
2021 Q3	$7.33M	Buy	141,890 +10,374	+8%	+$537K	6.69%	4
2021 Q2	$6.82M	Sell	131,516 -101,315	-44%	-$5.25M	6.62%	4
2021 Q1	$12M	Sell	232,831 -9,300	-4%	-$483K	12.53%	2
2020 Q4	$12.6M	Buy	+242,131	New	+$12.6M	10.9%	2

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 $4.13B AUM 32.58% 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

B, B, H, & B Inc's SLQD Position: Q1 2022 in Review

B, B, H, & B Inc sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2022, closing a stake of 141,987 shares — an estimated $7.25M sold.

B, B, H, & B Inc first reported a position in SLQD in Q4 2020 and held it in 5 quarters. The position peaked at $12.6M in Q4 2020. 237 funds tracked by Wall St. Rank hold SLQD as of Q1 2022.

B, B, H, & B Inc reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
B, B, H, & B Inc sold 141,987 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $7.25M.
B, B, H, & B Inc first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
B, B, H, & B Inc's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $12.6M in Q4 2020.
237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on B, B, H, & B Inc's 13F filing for Q1 2022, filed 10 May 2022.