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

Ironwood Financial’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
2021 Q4	–	Sell	-1,460	Closed	-$75K	–	461
2021 Q3	$75K	Hold	1,460	–	–	0.02%	165
2021 Q2	$76K	Buy	1,460 +735	+101%	+$38.1K	0.02%	156
2021 Q1	$38K	Buy	+725	New	+$37.7K	0.01%	196

Other funds holding SLQD

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

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ironwood Financial's SLQD Position: Q4 2021 in Review

Ironwood Financial sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2021, closing a stake of 1,460 shares — an estimated $75K sold.

Ironwood Financial first reported a position in SLQD in Q1 2021 and held it in 3 quarters. The position peaked at $76K in Q2 2021. 239 funds tracked by Wall St. Rank hold SLQD as of Q4 2021.

Ironwood Financial reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 1,460 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $75K.
Ironwood Financial first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
Ironwood Financial's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $76K in Q2 2021.
239 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.