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

Cypress Wealth Services’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
Q3 		– Sell
-5,298
Closed -$275K – 260
2021
Q2 		$275K Buy
+5,298
New +$275K 0.08% 206

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cypress Wealth Services's SLQD Position: Q3 2021 in Review

Cypress Wealth Services sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2021, closing a stake of 5,298 shares — an estimated $275K sold.

Cypress Wealth Services first reported a position in SLQD in Q2 2021 and held it in 1 quarter. The position peaked at $275K in Q2 2021. 211 funds tracked by Wall St. Rank hold SLQD as of Q3 2021.

  • Cypress Wealth Services reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 5,298 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $275K.
  • Cypress Wealth Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Cypress Wealth Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $275K in Q2 2021.
  • 211 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.