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

Childress 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
2022 Q2	–	Sell	-8,842	Closed	-$436K	–	188
2022 Q1	$436K	Hold	8,842	–	–	0.15%	112
2021 Q4	$451K	Sell	8,842 -1,094	-11%	-$56.1K	0.19%	96
2021 Q3	$513K	Hold	9,936	–	–	0.21%	89
2021 Q2	$514K	Hold	9,936	–	–	0.23%	70
2021 Q1	$514K	Buy	+9,936	New	+$516K	0.24%	82

Other funds holding SLQD

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

FMII

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WIA

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

Childress Capital Advisors's SLQD Position: Q2 2022 in Review

Childress Capital Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2022, closing a stake of 8,842 shares — an estimated $436K sold.

Childress Capital Advisors first reported a position in SLQD in Q1 2021 and held it in 5 quarters. The position peaked at $514K in Q2 2021. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2022.

Childress Capital Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Childress Capital Advisors sold 8,842 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $436K.
Childress Capital Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
Childress Capital Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $514K in Q2 2021.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Childress Capital Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.