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

McDonald Partners’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
Q1 		– Sell
-17,199
Closed -$878K – 618
2021
Q4 		$878K Buy
+17,199
New +$882K 0.81% 34

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Bank of America
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LPL Financial
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HighTower Advisors
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Ameriprise
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WIA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McDonald Partners's SLQD Position: Q1 2022 in Review

McDonald Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2022, closing a stake of 17,199 shares — an estimated $878K sold.

McDonald Partners first reported a position in SLQD in Q4 2021 and held it in 1 quarter. The position peaked at $878K in Q4 2021. 237 funds tracked by Wall St. Rank hold SLQD as of Q1 2022.

  • McDonald Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 17,199 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $878K.
  • McDonald Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $878K in Q4 2021.
  • 237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.