CT
SLQD icon

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

Columbia Trust’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
2023
Q2 		– Sell
-7,969
Closed -$386K – 133
2023
Q1 		$386K Hold
7,969
– – 0.22% 104
2022
Q4 		$381K Buy
+7,969
New +$380K 0.21% 103

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Columbia Trust's SLQD Position: Q2 2023 in Review

Columbia Trust sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2023, closing a stake of 7,969 shares — an estimated $386K sold.

Columbia Trust first reported a position in SLQD in Q4 2022 and held it in 2 quarters. The position peaked at $386K in Q1 2023. 230 funds tracked by Wall St. Rank hold SLQD as of Q2 2023.

  • Columbia Trust reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Columbia Trust sold 7,969 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $386K.
  • Columbia Trust first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Columbia Trust's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $386K in Q1 2023.
  • 230 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Columbia Trust's 13F filing for Q2 2023, filed 18 Jul 2023.