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

Mid Atlantic 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 Q3	$556K	Buy	10,763 +2,068	+24%	+$107K	0.04%	423
2021 Q2	$451K	Buy	8,695 +2	+0%	+$104	0.03%	509
2021 Q1	$450K	Sell	8,693 -232	-3%	-$12.1K	0.03%	470
2020 Q4	$466K	Sell	8,925 -1,524	-15%	-$79.4K	0.04%	417
2020 Q3	$544K	Sell	10,449 -60	-0.6%	-$3.13K	0.05%	332
2020 Q2	$548K	Buy	10,509 +2,300	+28%	+$118K	0.05%	311
2020 Q1	$412K	Sell	8,209 -21,694	-73%	-$1.1M	0.05%	350
2019 Q4	$1.53M	Buy	29,903 +15,674	+110%	+$800K	0.14%	138
2019 Q3	$728K	Buy	14,229 +252	+2%	+$12.8K	0.08%	265
2019 Q2	$712K	Buy	13,977 +4,565	+49%	+$230K	0.07%	286
2019 Q1	$475K	Buy	9,412 +4,032	+75%	+$202K	0.05%	374
2018 Q4	$266K	Buy	+5,380	New	+$266K	0.03%	501

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

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

TIA

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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mid Atlantic Financial Management's SLQD Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 24% in Q3 2021, buying an estimated $107K and bringing the position to 10,763 shares worth $556K. The position accounts for 0.04% of the portfolio, ranked #423.

Mid Atlantic Financial Management first reported a position in SLQD in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.53M in Q4 2019. 211 funds tracked by Wall St. Rank hold SLQD as of Q3 2021.

Mid Atlantic Financial Management held 10,763 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $556K as of Q3 2021.
Mid Atlantic Financial Management bought 2,068 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $107K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #423 holding.
Mid Atlantic Financial Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.53M in Q4 2019.
211 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.