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Financial Gravity Companies’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Financial Gravity Companies’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 		$137K Buy
+2,747
New +$136K 0.12% 175
2018
Q1 		$88K Buy
1,783
+1,379
+341% +$68.8K 0.09% 212
2017
Q4 		$20K Buy
+404
New +$20.4K 0.02% 483

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
TF
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return

Financial Gravity Companies's SLQD Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2018: 2,747 shares worth $137K. The stake represents 0.12% of the portfolio and ranks #175 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SLQD as recently as Q1 2018.

Financial Gravity Companies first reported a position in SLQD in Q4 2017 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold SLQD as of Q4 2018.

  • Financial Gravity Companies held 2,747 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $137K as of Q4 2018.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Financial Gravity Companies position in Q4 2018.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.12% of Financial Gravity Companies's portfolio in Q4 2018, its #175 holding.
  • Financial Gravity Companies first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.