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

Leo Brokerage’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	$545K	Sell	11,242 -628	-5%	-$30.6K	0.15%	93
2022 Q1	$586K	Buy	+11,870	New	+$595K	0.09%	136
2021 Q3	$658K	Sell	12,740 -2,681	-17%	-$139K	0.12%	86
2021 Q2	$799K	Buy	15,421 +19	+0.1%	+$985	0.16%	78
2021 Q1	$798K	Sell	15,402 -4,849	-24%	-$252K	0.23%	71
2020 Q4	$1.06M	Sell	20,251 -107,488	-84%	-$5.6M	0.34%	50
2020 Q3	$6.66M	Buy	+127,739	New	+$6.66M	2.75%	15

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 $4.13B AUM 32.58% 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

Leo Brokerage's SLQD Position: Q2 2022 in Review

Leo Brokerage reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 5.3% in Q2 2022, selling an estimated $30.6K and leaving 11,242 shares worth $545K. The position accounts for 0.15% of the portfolio, ranked #93.

Leo Brokerage first reported a position in SLQD in Q3 2020 and has held it in 7 quarters since. The position peaked at $6.66M in Q3 2020. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2022.

Leo Brokerage held 11,242 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $545K as of Q2 2022.
Leo Brokerage sold 628 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $30.6K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.15% of Leo Brokerage's portfolio in Q2 2022, its #93 holding.
Leo Brokerage first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 7 quarters since.
Leo Brokerage's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $6.66M in Q3 2020.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Leo Brokerage's 13F filing for Q2 2022, filed 11 Jul 2022.