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

MD Financial Management’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	$11.1M	Buy	216,941 +9,441	+5%	+$484K	0.27%	52
2021 Q3	$10.7M	Buy	207,500 +8,438	+4%	+$437K	0.27%	52
2021 Q2	$10.3M	Buy	+199,062	New	+$10.3M	0.3%	52
2020 Q2	–	Sell	-154,163	Closed	-$7.73M	–	44
2020 Q1	$7.73M	Buy	+154,163	New	+$7.81M	0.48%	38

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

TIA

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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WIA

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

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

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

MD Financial Management's SLQD Position: Q4 2021 in Review

MD Financial Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 4.5% in Q4 2021, buying an estimated $484K and bringing the position to 216,941 shares worth $11.1M. The position accounts for 0.27% of the portfolio, ranked #52.

MD Financial Management first reported a position in SLQD in Q1 2020 and has held it in 4 quarters since. 237 funds tracked by Wall St. Rank hold SLQD as of Q4 2021.

MD Financial Management held 216,941 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $11.1M as of Q4 2021.
MD Financial Management bought 9,441 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $484K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.27% of MD Financial Management's portfolio in Q4 2021, its #52 holding.
MD Financial Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 4 quarters since.
237 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.