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

Catalyst Capital 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
2021 Q4	–	Sell	-22,000	Closed	-$1.14M	–	417
2021 Q3	$1.14M	Hold	22,000	–	–	0.06%	160
2021 Q2	$1.14M	Hold	22,000	–	–	0.06%	163
2021 Q1	$1.14M	Hold	22,000	–	–	0.06%	153
2020 Q4	$1.15M	Hold	22,000	–	–	0.06%	142
2020 Q3	$1.15M	Hold	22,000	–	–	0.06%	136
2020 Q2	$1.15M	Hold	22,000	–	–	0.06%	140
2020 Q1	$1.1M	Buy	22,000 +17,000	+340%	+$861K	0.06%	120
2019 Q4	$255K	Hold	5,000	–	–	0.01%	219
2019 Q3	$256K	Buy	+5,000	New	+$255K	0.01%	202

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Catalyst Capital Advisors's SLQD Position: Q4 2021 in Review

Catalyst Capital Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2021, closing a stake of 22,000 shares — an estimated $1.14M sold.

Catalyst Capital Advisors first reported a position in SLQD in Q3 2019 and held it in 9 quarters. The position peaked at $1.15M in Q4 2020. 239 funds tracked by Wall St. Rank hold SLQD as of Q4 2021.

Catalyst Capital Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Catalyst Capital Advisors sold 22,000 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $1.14M.
Catalyst Capital Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 9 quarters.
Catalyst Capital Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.15M in Q4 2020.
239 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Catalyst Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.