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

Firestone 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
2021 Q4	–	Sell	-2,040	Closed	-$106K	–	388
2021 Q3	$106K	Hold	2,040	–	–	0.04%	157
2021 Q2	$106K	Hold	2,040	–	–	0.04%	153
2021 Q1	$106K	Hold	2,040	–	–	0.04%	153
2020 Q4	$107K	Hold	2,040	–	–	0.04%	147
2020 Q3	$106K	Hold	2,040	–	–	0.05%	132
2020 Q2	$106K	Hold	2,040	–	–	0.05%	129
2020 Q1	$102K	Hold	2,040	–	–	0.05%	124
2019 Q4	$104K	Buy	+2,040	New	+$104K	0.04%	144

Other funds holding SLQD

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

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Firestone Capital Management's SLQD Position: Q4 2021 in Review

Firestone Capital Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2021, closing a stake of 2,040 shares — an estimated $106K sold.

Firestone Capital Management first reported a position in SLQD in Q4 2019 and held it in 8 quarters. The position peaked at $107K in Q4 2020. 239 funds tracked by Wall St. Rank hold SLQD as of Q4 2021.

Firestone Capital Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 2,040 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $106K.
Firestone Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Firestone Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $107K in Q4 2020.
239 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.