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

MCF Advisors’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
2018 Q1	–	Sell	-5,021	Closed	-$252K	–	504
2017 Q4	$252K	Buy	5,021 +1,514	+43%	+$76.3K	0.05%	99
2017 Q3	$178K	Buy	3,507 +3,285	+1,480%	+$166K	0.03%	125
2017 Q2	$11K	Buy	+222	New	+$11.2K	﹤0.01%	361

Other funds holding SLQD

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

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

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MCF Advisors's SLQD Position: Q1 2018 in Review

MCF Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2018, closing a stake of 5,021 shares — an estimated $252K sold.

MCF Advisors first reported a position in SLQD in Q2 2017 and held it in 3 quarters. The position peaked at $252K in Q4 2017. 89 funds tracked by Wall St. Rank hold SLQD as of Q1 2018.

MCF Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
MCF Advisors sold 5,021 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $252K.
MCF Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 3 quarters.
MCF Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $252K in Q4 2017.
89 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on MCF Advisors's 13F filing for Q1 2018, filed 10 May 2018.