CAAS
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Capital Asset Advisory Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Capital Asset Advisory Services’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
2021
Q3 		– Sell
-7
Closed – – 746
2021
Q2 		$0 Buy
+7
New +$363 ﹤0.01% 753

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TF
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Royal Bank of Canada
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Ameriprise
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HighTower Advisors
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Capital Asset Advisory Services's SLQD Position: Q3 2021 in Review

Capital Asset Advisory Services sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2021, closing a stake of 7 shares.

Capital Asset Advisory Services first reported a position in SLQD in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 211 funds tracked by Wall St. Rank hold SLQD as of Q3 2021.

  • Capital Asset Advisory Services reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 7 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021.
  • Capital Asset Advisory Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Capital Asset Advisory Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $0 in Q2 2021.
  • 211 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Capital Asset Advisory Services's 13F filing for Q3 2021, filed 14 Oct 2021.