CWM
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Chicago Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Chicago Wealth Management’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
2020
Q1 		– Sell
-5,317
Closed -$271K – 26
2019
Q4 		$271K Buy
+5,317
New +$271K 0.26% 26

Other funds holding SLQD

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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

Chicago Wealth Management's SLQD Position: Q1 2020 in Review

Chicago Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2020, closing a stake of 5,317 shares — an estimated $271K sold.

Chicago Wealth Management first reported a position in SLQD in Q4 2019 and held it in 1 quarter. The position peaked at $271K in Q4 2019. 153 funds tracked by Wall St. Rank hold SLQD as of Q1 2020.

  • Chicago Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Chicago Wealth Management sold 5,317 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $271K.
  • Chicago Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Chicago Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $271K in Q4 2019.
  • 153 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Chicago Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.