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Hazlett, Burt & Watson’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Hazlett, Burt & Watson’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
Q2 		– Sell
-2,236
Closed -$111K – 609
2022
Q1 		$111K Buy
+2,236
New +$112K 0.09% 202

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Hazlett, Burt & Watson's SLQD Position: Q2 2022 in Review

Hazlett, Burt & Watson sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2022, closing a stake of 2,236 shares — an estimated $111K sold.

Hazlett, Burt & Watson first reported a position in SLQD in Q1 2022 and held it in 1 quarter. The position peaked at $111K in Q1 2022. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2022.

  • Hazlett, Burt & Watson reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 2,236 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $111K.
  • Hazlett, Burt & Watson first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Hazlett, Burt & Watson's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $111K in Q1 2022.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2022, filed 3 Aug 2022.