Dixon Hubard Feinour & Brown’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Dixon Hubard Feinour & Brown’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 Q2	$3.8M	Sell	78,333 -3,259	-4%	-$159K	0.45%	68
2022 Q1	$4.03M	Buy	81,592 +19,015	+30%	+$953K	0.4%	70
2021 Q4	$3.19M	Buy	+62,577	New	+$3.21M	0.31%	84

Other funds holding SLQD

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

Dixon Hubard Feinour & Brown's SLQD Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 4% in Q2 2022, selling an estimated $159K and leaving 78,333 shares worth $3.8M. The position accounts for 0.45% of the portfolio, ranked #68.

Dixon Hubard Feinour & Brown first reported a position in SLQD in Q4 2021 and has held it in 3 quarters since. The position peaked at $4.03M in Q1 2022. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2022.

Dixon Hubard Feinour & Brown held 78,333 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $3.8M as of Q2 2022.
Dixon Hubard Feinour & Brown sold 3,259 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $159K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.45% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #68 holding.
Dixon Hubard Feinour & Brown first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 3 quarters since.
Dixon Hubard Feinour & Brown's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $4.03M in Q1 2022.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.