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

Community Bank’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 Q3	–	Sell	-795	Closed	-$39K	–	691
2022 Q2	$39K	Hold	795	–	–	0.01%	302
2022 Q1	$39K	Sell	795 -40	-5%	-$2K	﹤0.01%	308
2021 Q4	$43K	Hold	835	–	–	0.01%	314
2021 Q3	$43K	Hold	835	–	–	0.01%	324
2021 Q2	$43K	Sell	835 -569	-41%	-$29.5K	0.01%	325
2021 Q1	$72K	Buy	1,404 +569	+68%	+$29.6K	0.01%	288
2020 Q4	$44K	Hold	835	–	–	0.01%	313
2020 Q3	$44K	Hold	835	–	–	0.01%	303
2020 Q2	$44K	Sell	835 -10	-1%	-$514	0.01%	308
2020 Q1	$42K	Hold	845	–	–	0.01%	276
2019 Q4	$43K	Hold	845	–	–	0.01%	292
2019 Q3	$43K	Hold	845	–	–	0.01%	277
2019 Q2	$43K	Sell	845 -5	-0.6%	-$252	0.01%	277
2019 Q1	$43K	Hold	850	–	–	0.01%	274
2018 Q4	$42K	Hold	850	–	–	0.01%	270
2018 Q3	$42K	Hold	850	–	–	0.01%	289
2018 Q2	$42K	Buy	+850	New	+$42.2K	0.01%	286

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

AWMS

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

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

FMII

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

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

Community Bank's SLQD Position: Q3 2022 in Review

Community Bank sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2022, closing a stake of 795 shares — an estimated $39K sold.

Community Bank first reported a position in SLQD in Q2 2018 and held it in 17 quarters. The position peaked at $72K in Q1 2021. 234 funds tracked by Wall St. Rank hold SLQD as of Q3 2022.

Community Bank reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Community Bank sold 795 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $39K.
Community Bank first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and held it in 17 quarters.
Community Bank's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $72K in Q1 2021.
234 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Community Bank's 13F filing for Q3 2022, filed 28 Oct 2022.