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

FLC Capital 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
2020
Q2 		– Sell
-8,375
Closed -$418K – 133
2020
Q1 		$418K Buy
8,375
+512
+7% +$25.9K 0.19% 71
2019
Q4 		$401K Buy
7,863
+273
+4% +$13.9K 0.16% 71
2019
Q3 		$388K Buy
+7,590
New +$387K 0.16% 72

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $540M AUM 33.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

FLC Capital Advisors's SLQD Position: Q2 2020 in Review

FLC Capital Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2020, closing a stake of 8,375 shares — an estimated $418K sold.

FLC Capital Advisors first reported a position in SLQD in Q3 2019 and held it in 3 quarters. The position peaked at $418K in Q1 2020. 168 funds tracked by Wall St. Rank hold SLQD as of Q2 2020.

  • FLC Capital Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • FLC Capital Advisors sold 8,375 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $418K.
  • FLC Capital Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
  • FLC Capital Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $418K in Q1 2020.
  • 168 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on FLC Capital Advisors's 13F filing for Q2 2020, filed 10 Jul 2020.