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

Eaton Vance 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
2022 Q3	$2.82M	Buy	59,533 +200	+0.3%	+$9.68K	﹤0.01%	941
2022 Q2	$2.88M	Buy	59,333 +926	+2%	+$45.1K	﹤0.01%	966
2022 Q1	$2.88M	Sell	58,407 -732,320	-93%	-$36.7M	﹤0.01%	1063
2021 Q4	$40.4M	Buy	790,727 +693,309	+712%	+$35.5M	0.05%	335
2021 Q3	$5.04M	Sell	97,418 -2,900	-3%	-$150K	0.01%	723
2021 Q2	$5.2M	Sell	100,318 -1,000	-1%	-$51.8K	0.01%	777
2021 Q1	$5.25M	Sell	101,318 -4,356	-4%	-$226K	0.01%	729
2020 Q4	$5.52M	Buy	105,674 +4,476	+4%	+$233K	0.01%	673
2020 Q3	$5.27M	Buy	101,198 +650	+0.6%	+$33.9K	0.01%	616
2020 Q2	$5.24M	Buy	100,548 +4,000	+4%	+$206K	0.01%	595
2020 Q1	$4.84M	Sell	96,548 -14,700	-13%	-$745K	0.01%	554
2019 Q4	$5.68M	Buy	111,248 +965	+0.9%	+$49.3K	0.01%	578
2019 Q3	$5.64M	Sell	110,283 -1,681	-2%	-$85.7K	0.01%	565
2019 Q2	$5.71M	Buy	111,964 +1,635	+1%	+$82.5K	0.01%	553
2019 Q1	$5.57M	Buy	+110,329	New	+$5.51M	0.01%	530

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Eaton Vance Management's SLQD Position: Q3 2022 in Review

Eaton Vance Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.34% in Q3 2022, buying an estimated $9.68K and bringing the position to 59,533 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Eaton Vance Management first reported a position in SLQD in Q1 2019 and has held it in 15 quarters since. The position peaked at $40.4M in Q4 2021. 234 funds tracked by Wall St. Rank hold SLQD as of Q3 2022.

Eaton Vance Management held 59,533 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.82M as of Q3 2022.
Eaton Vance Management bought 200 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $9.68K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #941 holding.
Eaton Vance Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 15 quarters since.
Eaton Vance Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $40.4M in Q4 2021.
234 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.