IAA
SNLN

Independent Advisor Alliance’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Independent Advisor Alliance’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-18,093
Closed -$317K – 908
2019
Q4 		$317K Buy
+18,093
New +$315K 0.01% 664

Other funds holding SNLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Advisor Alliance's SNLN Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q1 2020, closing a stake of 18,093 shares — an estimated $317K sold.

Independent Advisor Alliance first reported a position in SNLN in Q4 2019 and held it in 1 quarter. The position peaked at $317K in Q4 2019. 35 funds tracked by Wall St. Rank hold SNLN as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Highland/iBoxx Senior Loan ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 18,093 Highland/iBoxx Senior Loan ETF shares in Q1 2020, an estimated $317K.
  • Independent Advisor Alliance first reported a position in Highland/iBoxx Senior Loan ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Highland/iBoxx Senior Loan ETF position peaked at $317K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.