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John W. Brooker & Co’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

John W. Brooker & Co’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
2020
Q2 		– Sell
-10,613
Closed -$532K – 174
2020
Q1 		$532K Buy
10,613
+28
+0.3% +$1.42K 0.38% 36
2019
Q4 		$540K Buy
+10,585
New +$540K 0.35% 36

Other funds holding SLQD

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

John W. Brooker & Co's SLQD Position: Q2 2020 in Review

John W. Brooker & Co sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2020, closing a stake of 10,613 shares — an estimated $532K sold.

John W. Brooker & Co first reported a position in SLQD in Q4 2019 and held it in 2 quarters. The position peaked at $540K in Q4 2019. 168 funds tracked by Wall St. Rank hold SLQD as of Q2 2020.

  • John W. Brooker & Co reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • John W. Brooker & Co sold 10,613 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $532K.
  • John W. Brooker & Co first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • John W. Brooker & Co's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $540K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on John W. Brooker & Co's 13F filing for Q2 2020, filed 6 Jul 2020.