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

B. Riley 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
2022 Q2	$1.65K	Sell	34,020 -7,692	-18%	-$375K	﹤0.01%	236
2022 Q1	$2.06M	Sell	41,712 -3,805	-8%	-$191K	0.16%	133
2021 Q4	$2.32M	Buy	45,517 +473	+1%	+$24.2K	0.16%	129
2021 Q3	$2.33M	Buy	45,044 +7,800	+21%	+$404K	0.18%	121
2021 Q2	$1.93M	Sell	37,244 -2,057	-5%	-$107K	0.21%	108
2021 Q1	$2.04M	Buy	39,301 +25,725	+189%	+$1.34M	0.24%	98
2020 Q4	$709K	Hold	13,576	–	–	0.09%	172
2020 Q3	$708K	Hold	13,576	–	–	0.08%	184
2020 Q2	$708K	Buy	13,576 +545	+4%	+$28K	0.08%	193
2020 Q1	$653K	Buy	+13,031	New	+$660K	0.07%	239

Other funds holding SLQD

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

B. Riley Wealth Management's SLQD Position: Q2 2022 in Review

B. Riley Wealth Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 18% in Q2 2022, selling an estimated $375K and leaving 34,020 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

B. Riley Wealth Management first reported a position in SLQD in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.33M in Q3 2021. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2022.

B. Riley Wealth Management held 34,020 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.65K as of Q2 2022.
B. Riley Wealth Management sold 7,692 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $375K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #236 holding.
B. Riley Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 10 quarters since.
B. Riley Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.33M in Q3 2021.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.