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

Equity Investment Corp’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	–	Sell	-72,834	Closed	-$3.53M	–	58
2022 Q2	$3.53M	Sell	72,834 -11,615	-14%	-$566K	0.13%	44
2022 Q1	$4.17M	Buy	84,449 +15,205	+22%	+$762K	0.14%	44
2021 Q4	$3.54M	Sell	69,244 -19,060	-22%	-$977K	0.13%	45
2021 Q3	$4.56M	Buy	88,304 +14,760	+20%	+$764K	0.18%	46
2021 Q2	$3.81M	Buy	73,544 +1,675	+2%	+$86.8K	0.14%	46
2021 Q1	$3.72M	Buy	71,869 +100	+0.1%	+$5.2K	0.15%	46
2020 Q4	$3.75M	Buy	71,769 +1,100	+2%	+$57.3K	0.17%	44
2020 Q3	$3.68M	Hold	70,669	–	–	0.19%	44
2020 Q2	$3.68M	Buy	+70,669	New	+$3.64M	0.18%	43

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 $3.62B AUM 21.35% 1-Year Est. Return

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

Equity Investment Corp's SLQD Position: Q3 2022 in Review

Equity Investment Corp sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2022, closing a stake of 72,834 shares — an estimated $3.53M sold.

Equity Investment Corp first reported a position in SLQD in Q2 2020 and held it in 9 quarters. The position peaked at $4.56M in Q3 2021. 234 funds tracked by Wall St. Rank hold SLQD as of Q3 2022.

Equity Investment Corp reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Equity Investment Corp sold 72,834 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $3.53M.
Equity Investment Corp first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Equity Investment Corp's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $4.56M in Q3 2021.
234 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Equity Investment Corp's 13F filing for Q3 2022, filed 9 Nov 2022.