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

Ford Financial Group’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 Q1	–	Sell	-2,469	Closed	-$126	–	437
2021 Q4	$126	Buy	+2,469	New	+$127K	0.03%	145
2021 Q3	–	Sell	-3,154	Closed	-$163K	–	467
2021 Q2	$163K	Buy	+3,154	New	+$164K	0.06%	121
2020 Q2	–	Sell	-5,076	Closed	-$254K	–	100
2020 Q1	$254K	Sell	5,076 -826	-14%	-$41.9K	0.17%	63
2019 Q4	$301K	Sell	5,902 -1,169	-17%	-$59.7K	0.17%	56
2019 Q3	$361K	Buy	7,071 +630	+10%	+$32.1K	0.23%	50
2019 Q2	$328K	Buy	+6,441	New	+$325K	0.22%	51

Other funds holding SLQD

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Ford Financial Group's SLQD Position: Q1 2022 in Review

Ford Financial Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2022, closing a stake of 2,469 shares — an estimated $126 sold.

Ford Financial Group first reported a position in SLQD in Q2 2019 and held it in 6 quarters. The position peaked at $361K in Q3 2019. 237 funds tracked by Wall St. Rank hold SLQD as of Q1 2022.

Ford Financial Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 2,469 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $126.
Ford Financial Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 6 quarters.
Ford Financial Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $361K in Q3 2019.
237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.