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

Cornerstone Wealth 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
2019
Q1 		– Sell
-8,690
Closed -$426K – 521
2018
Q4 		$426K Buy
+8,690
New +$429K 0.09% 221

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $540M AUM 33.16% 1-Year Est. Return
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Cornerstone Wealth Management's SLQD Position: Q1 2019 in Review

Cornerstone Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2019, closing a stake of 8,690 shares — an estimated $426K sold.

Cornerstone Wealth Management first reported a position in SLQD in Q4 2018 and held it in 1 quarter. The position peaked at $426K in Q4 2018. 119 funds tracked by Wall St. Rank hold SLQD as of Q1 2019.

  • Cornerstone Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 8,690 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $426K.
  • Cornerstone Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $426K in Q4 2018.
  • 119 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Cornerstone Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.