CAN
SLQD icon

Claraphi Advisory Network’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Claraphi Advisory Network’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
Q4 		– Sell
-136
Closed -$7K – 367
2019
Q3 		$7K Buy
+136
New +$6.93K ﹤0.01% 348

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 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

Claraphi Advisory Network's SLQD Position: Q4 2019 in Review

Claraphi Advisory Network sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2019, closing a stake of 136 shares — an estimated $7K sold.

Claraphi Advisory Network first reported a position in SLQD in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 148 funds tracked by Wall St. Rank hold SLQD as of Q4 2019.

  • Claraphi Advisory Network reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Claraphi Advisory Network sold 136 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2019, an estimated $7K.
  • Claraphi Advisory Network first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Claraphi Advisory Network's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $7K in Q3 2019.
  • 148 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2019.

Based on Claraphi Advisory Network's 13F filing for Q4 2019, filed 13 Feb 2020.