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

Level Four 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 Q3	$345K	Hold	6,675	–	–	0.15%	176
2021 Q2	$346K	Hold	6,675	–	–	0.15%	194
2021 Q1	$346K	Hold	6,675	–	–	0.16%	176
2020 Q4	$349K	Buy	+6,675	New	+$348K	0.15%	188

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIA

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

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Level Four Financial's SLQD Position: Q3 2021 in Review

Level Four Financial held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q3 2021 at 6,675 shares worth $345K. The position accounts for 0.15% of the portfolio, ranked #176.

Level Four Financial first reported a position in SLQD in Q4 2020 and has held it in 4 quarters since. The position peaked at $349K in Q4 2020. 211 funds tracked by Wall St. Rank hold SLQD as of Q3 2021.

Level Four Financial held 6,675 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $345K as of Q3 2021.
Level Four Financial left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2021.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.15% of Level Four Financial's portfolio in Q3 2021, its #176 holding.
Level Four Financial first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $349K in Q4 2020.
211 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.