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

Exchange Capital 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
2018 Q4	–	Sell	-930	Closed	-$46K	–	243
2018 Q3	$46K	Sell	930 -80	-8%	-$3.97K	0.01%	163
2018 Q2	$50K	Buy	+1,010	New	+$50.1K	0.01%	162
2018 Q1	–	Sell	-3,010	Closed	-$151K	–	269
2017 Q4	$151K	Buy	3,010 +540	+22%	+$27.2K	0.05%	132
2017 Q3	$125K	Buy	2,470 +300	+14%	+$15.2K	0.04%	126
2017 Q2	$110K	Buy	+2,170	New	+$110K	0.04%	114

Other funds holding SLQD

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

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

FTIOP

Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

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

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

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return

Exchange Capital Management's SLQD Position: Q4 2018 in Review

Exchange Capital Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2018, closing a stake of 930 shares — an estimated $46K sold.

Exchange Capital Management first reported a position in SLQD in Q2 2017 and held it in 5 quarters. The position peaked at $151K in Q4 2017. 119 funds tracked by Wall St. Rank hold SLQD as of Q4 2018.

Exchange Capital Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Exchange Capital Management sold 930 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $46K.
Exchange Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 5 quarters.
Exchange Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $151K in Q4 2017.
119 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.