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

Monument Capital 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
2020 Q2	–	Sell	-31,787	Closed	-$1.59M	–	86
2020 Q1	$1.59M	Buy	31,787 +3,653	+13%	+$185K	1.15%	48
2019 Q4	$1.44M	Buy	28,134 +2,988	+12%	+$153K	0.73%	56
2019 Q3	$1.29M	Buy	25,146 +484	+2%	+$24.7K	0.7%	59
2019 Q2	$1.25M	Buy	24,662 +8,416	+52%	+$425K	0.68%	61
2019 Q1	$820K	Buy	16,246 +3,810	+31%	+$190K	0.47%	65
2018 Q4	$616K	Buy	12,436 +5,607	+82%	+$277K	0.38%	69
2018 Q3	$339K	Buy	+6,829	New	+$339K	0.19%	76

Other funds holding SLQD

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

MLIC

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

AWM

Argent Wealth Management Waltham, Massachusetts $602M AUM

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Monument Capital Management's SLQD Position: Q2 2020 in Review

Monument Capital Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2020, closing a stake of 31,787 shares — an estimated $1.59M sold.

Monument Capital Management first reported a position in SLQD in Q3 2018 and held it in 7 quarters. The position peaked at $1.59M in Q1 2020. 168 funds tracked by Wall St. Rank hold SLQD as of Q2 2020.

Monument Capital Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Monument Capital Management sold 31,787 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $1.59M.
Monument Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and held it in 7 quarters.
Monument Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.59M in Q1 2020.
168 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Monument Capital Management's 13F filing for Q2 2020, filed 16 Jul 2020.