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

Freestone Capital Holdings’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
-2,359
Closed -$123K – 1003
2020
Q4 		$123K Buy
+2,359
New +$123K 0.01% 402

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MLIC
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BlackRock
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FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
UBS Group
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
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 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

Freestone Capital Holdings's SLQD Position: Q1 2021 in Review

Freestone Capital Holdings sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2021, closing a stake of 2,359 shares — an estimated $123K sold.

Freestone Capital Holdings first reported a position in SLQD in Q4 2020 and held it in 1 quarter. The position peaked at $123K in Q4 2020. 213 funds tracked by Wall St. Rank hold SLQD as of Q1 2021.

  • Freestone Capital Holdings reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 2,359 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $123K.
  • Freestone Capital Holdings first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Freestone Capital Holdings's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $123K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.