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Brandywine Oak Private Wealth’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-161,162
Closed -$7.9M – 554
2018
Q4 		$7.9M Buy
+161,162
New +$7.96M 1.78% 15

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Brandywine Oak Private Wealth's SLQD Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2019, closing a stake of 161,162 shares — an estimated $7.9M sold.

Brandywine Oak Private Wealth first reported a position in SLQD in Q4 2018 and held it in 1 quarter. The position peaked at $7.9M in Q4 2018. 119 funds tracked by Wall St. Rank hold SLQD as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 161,162 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $7.9M.
  • Brandywine Oak Private Wealth first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $7.9M in Q4 2018.
  • 119 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.