KIG
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Kowal Investment Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Kowal Investment Group’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
-102
Closed -$5K – 797
2021
Q3 		$5K Buy
+102
New +$5.28K ﹤0.01% 664

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kowal Investment Group's SLQD Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2021, closing a stake of 102 shares — an estimated $5K sold.

Kowal Investment Group first reported a position in SLQD in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 239 funds tracked by Wall St. Rank hold SLQD as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 102 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $5K.
  • Kowal Investment Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $5K in Q3 2021.
  • 239 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.