First Allied Advisory Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

First Allied Advisory Services’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
2020 Q3	$291K	Sell	5,580 -852	-13%	-$44.4K	0.01%	917
2020 Q2	$335K	Buy	+6,432	New	+$331K	0.01%	791
2019 Q4	–	Sell	-3,493	Closed	-$178K	–	1551
2019 Q3	$178K	Sell	3,493 -1,603	-31%	-$81.7K	0.01%	1127
2019 Q2	$260K	Sell	5,096 -1,179	-19%	-$59.5K	0.01%	962
2019 Q1	$316K	Buy	+6,275	New	+$314K	0.01%	855
2018 Q1	–	Sell	-1,262	Closed	-$64K	–	1453
2017 Q4	$64K	Buy	+1,262	New	+$63.6K	﹤0.01%	1268

Other funds holding SLQD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MLIC

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

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

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

TIA

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

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

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

First Allied Advisory Services's SLQD Position: Q3 2020 in Review

First Allied Advisory Services reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 13% in Q3 2020, selling an estimated $44.4K and leaving 5,580 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #917.

First Allied Advisory Services first reported a position in SLQD in Q4 2017 and has held it in 6 quarters since. The position peaked at $335K in Q2 2020. 182 funds tracked by Wall St. Rank hold SLQD as of Q3 2020.

First Allied Advisory Services held 5,580 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $291K as of Q3 2020.
First Allied Advisory Services sold 852 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $44.4K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #917 holding.
First Allied Advisory Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 6 quarters since.
First Allied Advisory Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $335K in Q2 2020.
182 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.