First Trust Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

First Trust Advisors’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 Q4	–	Sell	-984,340	Closed	-$46.7M	–	2546
2022 Q3	$46.7M	Sell	984,340 -167,279	-15%	-$8.1M	0.06%	450
2022 Q2	$55.8M	Sell	1,151,619 -276,522	-19%	-$13.5M	0.07%	421
2022 Q1	$70.5M	Buy	1,428,141 +686,936	+93%	+$34.4M	0.07%	384
2021 Q4	$37.8M	Buy	741,205 +376,820	+103%	+$19.3M	0.04%	583
2021 Q3	$18.8M	Buy	364,385 +10,698	+3%	+$554K	0.02%	808
2021 Q2	$18.3M	Sell	353,687 -120,604	-25%	-$6.25M	0.02%	817
2021 Q1	$24.6M	Sell	474,291 -82,064	-15%	-$4.26M	0.03%	637
2020 Q4	$29.1M	Buy	556,355 +48,122	+9%	+$2.51M	0.04%	522
2020 Q3	$26.5M	Sell	508,233 -5,263	-1%	-$275K	0.04%	467
2020 Q2	$26.8M	Buy	+513,496	New	+$26.4M	0.05%	477

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

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors's SLQD Position: Q4 2022 in Review

First Trust Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2022, closing a stake of 984,340 shares — an estimated $46.7M sold.

First Trust Advisors first reported a position in SLQD in Q2 2020 and held it in 10 quarters. The position peaked at $70.5M in Q1 2022. 242 funds tracked by Wall St. Rank hold SLQD as of Q4 2022.

First Trust Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
First Trust Advisors sold 984,340 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $46.7M.
First Trust Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 10 quarters.
First Trust Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $70.5M in Q1 2022.
242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on First Trust Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.