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

IFC 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
2018
Q1 		– Sell
-5,749
Closed -$286K – 357
2017
Q4 		$286K Sell
5,749
-567
-9% -$28.6K 0.02% 401
2017
Q3 		$318K Buy
+6,316
New +$320K 0.02% 382

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $540M AUM 33.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

IFC Holdings's SLQD Position: Q1 2018 in Review

IFC Holdings sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2018, closing a stake of 5,749 shares — an estimated $286K sold.

IFC Holdings first reported a position in SLQD in Q3 2017 and held it in 2 quarters. The position peaked at $318K in Q3 2017. 89 funds tracked by Wall St. Rank hold SLQD as of Q1 2018.

  • IFC Holdings reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 5,749 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $286K.
  • IFC Holdings first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 2 quarters.
  • IFC Holdings's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $318K in Q3 2017.
  • 89 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.