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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2019
Q1 		– Sell
-10,436
Closed -$517K – 139
2018
Q4 		$517K Buy
+10,436
New +$516K 0.05% 123

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SLQD Position: Q1 2019 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2019, closing a stake of 10,436 shares — an estimated $517K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SLQD in Q4 2018 and held it in 1 quarter. The position peaked at $517K in Q4 2018. 119 funds tracked by Wall St. Rank hold SLQD as of Q1 2019.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,436 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $517K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $517K in Q4 2018.
  • 119 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.