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Goodwin Investment Advisory’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Goodwin Investment Advisory’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
-696
Closed -$36K – 226
2021
Q4 		$36K Buy
+696
New +$35.7K 0.03% 94

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goodwin Investment Advisory's SLQD Position: Q1 2022 in Review

Goodwin Investment Advisory sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2022, closing a stake of 696 shares — an estimated $36K sold.

Goodwin Investment Advisory first reported a position in SLQD in Q4 2021 and held it in 1 quarter. The position peaked at $36K in Q4 2021. 237 funds tracked by Wall St. Rank hold SLQD as of Q1 2022.

  • Goodwin Investment Advisory reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 696 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $36K.
  • Goodwin Investment Advisory first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Goodwin Investment Advisory's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $36K in Q4 2021.
  • 237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Goodwin Investment Advisory's 13F filing for Q1 2022, filed 16 May 2022.