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

Beam Wealth Advisors’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
2020
Q2 		– Sell
-9,220
Closed -$462K – 162
2020
Q1 		$462K Sell
9,220
-300
-3% -$15.2K 0.46% 72
2019
Q4 		$486K Buy
+9,520
New +$486K 0.45% 70

Other funds holding SLQD

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Beam Wealth Advisors's SLQD Position: Q2 2020 in Review

Beam Wealth Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2020, closing a stake of 9,220 shares — an estimated $462K sold.

Beam Wealth Advisors first reported a position in SLQD in Q4 2019 and held it in 2 quarters. The position peaked at $486K in Q4 2019. 168 funds tracked by Wall St. Rank hold SLQD as of Q2 2020.

  • Beam Wealth Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 9,220 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $462K.
  • Beam Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Beam Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $486K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.