BCMIO
SLQD icon

Beacon Capital Management Inc (Ohio)’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2019
Q3 		– Sell
-5
Closed – – 146
2019
Q2 		$0 Buy
+5
New +$252 ﹤0.01% 165

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s SLQD Position: Q3 2019 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2019, closing a stake of 5 shares.

Beacon Capital Management Inc (Ohio) first reported a position in SLQD in Q2 2019 and held it in 1 quarter. The position peaked at $0 in Q2 2019. 128 funds tracked by Wall St. Rank hold SLQD as of Q3 2019.

  • Beacon Capital Management Inc (Ohio) reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 5 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2019.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $0 in Q2 2019.
  • 128 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2019.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2019, filed 22 Oct 2019.