CAW
SLQD icon

Cornerstone Advisors (Washington)’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Cornerstone Advisors (Washington)’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
2017
Q1 		– Sell
-45
Closed -$2K – 948
2016
Q4 		$2K Buy
+45
New +$2.27K ﹤0.01% 828

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Cornerstone Advisors (Washington)'s SLQD Position: Q1 2017 in Review

Cornerstone Advisors (Washington) sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2017, closing a stake of 45 shares — an estimated $2K sold.

Cornerstone Advisors (Washington) first reported a position in SLQD in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 58 funds tracked by Wall St. Rank hold SLQD as of Q1 2017.

  • Cornerstone Advisors (Washington) reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 45 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2017, an estimated $2K.
  • Cornerstone Advisors (Washington) first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 1 quarter.
  • Cornerstone Advisors (Washington)'s iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2K in Q4 2016.
  • 58 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2017.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q1 2017, filed 27 Apr 2017.