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Fort Pitt Capital Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Fort Pitt Capital 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
2021
Q1 		– Sell
-58
Closed -$3K – 304
2020
Q4 		$3K Buy
+58
New +$3.02K ﹤0.01% 333

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MLIC
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BlackRock
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FRBONY
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fort Pitt Capital Group's SLQD Position: Q1 2021 in Review

Fort Pitt Capital Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2021, closing a stake of 58 shares — an estimated $3K sold.

Fort Pitt Capital Group first reported a position in SLQD in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 212 funds tracked by Wall St. Rank hold SLQD as of Q1 2021.

  • Fort Pitt Capital Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Fort Pitt Capital Group sold 58 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $3K.
  • Fort Pitt Capital Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Fort Pitt Capital Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3K in Q4 2020.
  • 212 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Fort Pitt Capital Group's 13F filing for Q1 2021, filed 16 Apr 2021.