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Concorde Asset Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Concorde Asset Management’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
2021
Q1 		– Sell
-5,008
Closed -$262K – 235
2020
Q4 		$262K Sell
5,008
-2,007
-29% -$105K 0.15% 116
2020
Q3 		$366K Buy
+7,015
New +$366K 0.21% 116

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Concorde Asset Management's SLQD Position: Q1 2021 in Review

Concorde Asset Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2021, closing a stake of 5,008 shares — an estimated $262K sold.

Concorde Asset Management first reported a position in SLQD in Q3 2020 and held it in 2 quarters. The position peaked at $366K in Q3 2020. 213 funds tracked by Wall St. Rank hold SLQD as of Q1 2021.

  • Concorde Asset Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Concorde Asset Management sold 5,008 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $262K.
  • Concorde Asset Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Concorde Asset Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $366K in Q3 2020.
  • 213 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Concorde Asset Management's 13F filing for Q1 2021, filed 27 Apr 2021.