Koshinski Asset Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Koshinski Asset Management’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
2022 Q2	–	Sell	-1,000	Closed	-$49.4K	–	1760
2022 Q1	$49.4K	Hold	1,000	–	–	﹤0.01%	1121
2021 Q4	$51K	Hold	1,000	–	–	﹤0.01%	1117
2021 Q3	$51.7K	Buy	+1,000	New	+$51.8K	﹤0.01%	1096
2021 Q1	–	Sell	-5,800	Closed	-$303K	–	639
2020 Q4	$303K	Sell	5,800 -1,990	-26%	-$104K	0.04%	433
2020 Q3	$406	Sell	7,790 -380	-5%	-$19.8K	0.05%	338
2020 Q2	$426K	Hold	8,170	–	–	0.07%	310
2020 Q1	$410K	Buy	8,170 +770	+10%	+$39K	0.09%	274
2019 Q4	$378K	Buy	+7,400	New	+$378K	0.07%	364

Other funds holding SLQD

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

FMII

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WIA

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

Koshinski Asset Management's SLQD Position: Q2 2022 in Review

Koshinski Asset Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2022, closing a stake of 1,000 shares — an estimated $49.4K sold.

Koshinski Asset Management first reported a position in SLQD in Q4 2019 and held it in 8 quarters. The position peaked at $426K in Q2 2020. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2022.

Koshinski Asset Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 1,000 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $49.4K.
Koshinski Asset Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Koshinski Asset Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $426K in Q2 2020.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.