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

Bellevue Asset 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
2020
Q2 		– Sell
-758
Closed -$64K – 636
2020
Q1 		$64K Buy
+758
New +$38.4K 0.07% 137

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UBS Group
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AWM
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SSWG
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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

Bellevue Asset Management's SLQD Position: Q2 2020 in Review

Bellevue Asset Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2020, closing a stake of 758 shares — an estimated $64K sold.

Bellevue Asset Management first reported a position in SLQD in Q1 2020 and held it in 1 quarter. The position peaked at $64K in Q1 2020. 168 funds tracked by Wall St. Rank hold SLQD as of Q2 2020.

  • Bellevue Asset Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Bellevue Asset Management sold 758 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $64K.
  • Bellevue Asset Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Bellevue Asset Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $64K in Q1 2020.
  • 168 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Bellevue Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.