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

Dana Investment Advisors’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
-12,390
Closed -$647K – 335
2020
Q4 		$647K Sell
12,390
-568
-4% -$29.6K 0.03% 226
2020
Q3 		$675K Buy
+12,958
New +$676K 0.04% 216
2020
Q2 		– Sell
-14,480
Closed -$726K – 292
2020
Q1 		$726K Buy
14,480
+1,050
+8% +$53.2K 0.04% 203
2019
Q4 		$685K Sell
13,430
-370
-3% -$18.9K 0.03% 215
2019
Q3 		$706K Buy
13,800
+482
+4% +$24.6K 0.04% 200
2019
Q2 		$679K Sell
13,318
-215
-2% -$10.9K 0.03% 203
2019
Q1 		$683K Buy
+13,533
New +$676K 0.03% 213
2018
Q4 		– Sell
-15,815
Closed -$785K – 292
2018
Q3 		$785K Sell
15,815
-675
-4% -$33.5K 0.03% 218
2018
Q2 		$818K Buy
16,490
+545
+3% +$27K 0.04% 214
2018
Q1 		$793K Buy
15,945
+185
+1% +$9.23K 0.04% 208
2017
Q4 		$792K Buy
15,760
+595
+4% +$30K 0.03% 215
2017
Q3 		$768K Sell
15,165
-65
-0.4% -$3.29K 0.04% 206
2017
Q2 		$769K Buy
15,230
+1,400
+10% +$70.7K 0.04% 214
2017
Q1 		$697K Buy
13,830
+460
+3% +$23.1K 0.03% 224
2016
Q4 		$671K Sell
13,370
-630
-5% -$31.8K 0.03% 224
2016
Q3 		$712K Buy
14,000
+190
+1% +$9.68K 0.03% 218
2016
Q2 		$704K Buy
13,810
+1,210
+10% +$61.3K 0.03% 213
2016
Q1 		$636K Buy
12,600
+11,969
+1,897% +$600K 0.03% 210
2015
Q4 		$631 Buy
+631
New +$31.8K 0.03% 214

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 $3.62B AUM 21.35% 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

Dana Investment Advisors's SLQD Position: Q1 2021 in Review

Dana Investment Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2021, closing a stake of 12,390 shares — an estimated $647K sold.

Dana Investment Advisors first reported a position in SLQD in Q4 2015 and held it in 19 quarters. The position peaked at $818K in Q2 2018. 213 funds tracked by Wall St. Rank hold SLQD as of Q1 2021.

  • Dana Investment Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Dana Investment Advisors sold 12,390 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $647K.
  • Dana Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 19 quarters.
  • Dana Investment Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $818K in Q2 2018.
  • 213 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Dana Investment Advisors's 13F filing for Q1 2021, filed 13 May 2021.