BEC
SLQD icon

Blue Edge Capital’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Blue Edge Capital’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
Q4 		– Sell
-5,897
Closed -$280K – 108
2022
Q3 		$280K Buy
+5,897
New +$285K 0.07% 96

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Blue Edge Capital's SLQD Position: Q4 2022 in Review

Blue Edge Capital sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2022, closing a stake of 5,897 shares — an estimated $280K sold.

Blue Edge Capital first reported a position in SLQD in Q3 2022 and held it in 1 quarter. The position peaked at $280K in Q3 2022. 242 funds tracked by Wall St. Rank hold SLQD as of Q4 2022.

  • Blue Edge Capital reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Blue Edge Capital sold 5,897 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $280K.
  • Blue Edge Capital first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Blue Edge Capital's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $280K in Q3 2022.
  • 242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Blue Edge Capital's 13F filing for Q4 2022, filed 13 Feb 2023.