MWM
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Mission Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Mission Wealth 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
2018
Q1 		– Sell
-4,274
Closed -$215K – 256
2017
Q4 		$215K Hold
4,274
– – 0.04% 203
2017
Q3 		$216K Buy
+4,274
New +$216K 0.04% 179

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mission Wealth Management's SLQD Position: Q1 2018 in Review

Mission Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2018, closing a stake of 4,274 shares — an estimated $215K sold.

Mission Wealth Management first reported a position in SLQD in Q3 2017 and held it in 2 quarters. The position peaked at $216K in Q3 2017. 89 funds tracked by Wall St. Rank hold SLQD as of Q1 2018.

  • Mission Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Mission Wealth Management sold 4,274 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $215K.
  • Mission Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 2 quarters.
  • Mission Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $216K in Q3 2017.
  • 89 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Mission Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.