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Central Trust Company’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Central Trust Company’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
-2,750
Closed -$130K – 1323
2022
Q3 		$130K Buy
2,750
+1,250
+83% +$60.5K ﹤0.01% 597
2022
Q2 		$73K Buy
+1,500
New +$73.1K ﹤0.01% 703

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 $3.62B AUM 21.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Central Trust Company's SLQD Position: Q4 2022 in Review

Central Trust Company sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2022, closing a stake of 2,750 shares — an estimated $130K sold.

Central Trust Company first reported a position in SLQD in Q2 2022 and held it in 2 quarters. The position peaked at $130K in Q3 2022. 242 funds tracked by Wall St. Rank hold SLQD as of Q4 2022.

  • Central Trust Company reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Central Trust Company sold 2,750 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $130K.
  • Central Trust Company first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Central Trust Company's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $130K 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 Central Trust Company's 13F filing for Q4 2022, filed 26 Jan 2023.