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

HL Financial Services’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
2018 Q2	–	Sell	-22,225	Closed	-$1.1M	–	703
2018 Q1	$1.1M	Buy	22,225 +27	+0.1%	+$1.35K	0.02%	345
2017 Q4	$1.12M	Sell	22,198 -377	-2%	-$19K	0.02%	293
2017 Q3	$1.14M	Buy	22,575 +3,941	+21%	+$199K	0.02%	331
2017 Q2	$941K	Buy	18,634 +1,564	+9%	+$79K	0.02%	358
2017 Q1	$860K	Sell	17,070 -429	-2%	-$21.6K	0.02%	369
2016 Q4	$878K	Buy	17,499 +11,309	+183%	+$570K	0.02%	344
2016 Q3	$315K	Buy	+6,190	New	+$315K	0.01%	527

Other funds holding SLQD

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

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HL Financial Services's SLQD Position: Q2 2018 in Review

HL Financial Services sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2018, closing a stake of 22,225 shares — an estimated $1.1M sold.

HL Financial Services first reported a position in SLQD in Q3 2016 and held it in 7 quarters. The position peaked at $1.14M in Q3 2017. 93 funds tracked by Wall St. Rank hold SLQD as of Q2 2018.

HL Financial Services reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
HL Financial Services sold 22,225 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2018, an estimated $1.1M.
HL Financial Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2016 and held it in 7 quarters.
HL Financial Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.14M in Q3 2017.
93 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2018.

Based on HL Financial Services's 13F filing for Q2 2018, filed 6 Aug 2018.