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

Conning Inc’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 Q1	–	Sell	-115,483	Closed	-$5.89M	–	451
2021 Q4	$5.89M	Hold	115,483	–	–	0.16%	104
2021 Q3	$5.97M	Buy	+115,483	New	+$5.98M	0.17%	102
2020 Q2	–	Sell	-30,055	Closed	-$1.51M	–	446
2020 Q1	$1.51M	Buy	+30,055	New	+$1.52M	0.06%	145
2019 Q1	–	Sell	-27,990	Closed	-$1.39M	–	543
2018 Q4	$1.39M	Sell	27,990 -22,285	-44%	-$1.1M	0.05%	201
2018 Q3	$2.5M	Hold	50,275	–	–	0.07%	158
2018 Q2	$2.5M	Sell	50,275 -10,100	-17%	-$501K	0.08%	171
2018 Q1	$3M	Buy	+60,375	New	+$3.01M	0.1%	141

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Conning Inc's SLQD Position: Q1 2022 in Review

Conning Inc sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2022, closing a stake of 115,483 shares — an estimated $5.89M sold.

Conning Inc first reported a position in SLQD in Q1 2018 and held it in 7 quarters. The position peaked at $5.97M in Q3 2021. 237 funds tracked by Wall St. Rank hold SLQD as of Q1 2022.

Conning Inc reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Conning Inc sold 115,483 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $5.89M.
Conning Inc first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 7 quarters.
Conning Inc's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $5.97M in Q3 2021.
237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Conning Inc's 13F filing for Q1 2022, filed 2 May 2022.