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

Moulton 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
2021
Q3 		– Sell
-163,009
Closed -$8.45M – 37
2021
Q2 		$8.45M Buy
163,009
+8,367
+5% +$434K 6.17% 5
2021
Q1 		$8M Buy
+154,642
New +$8.04M 6.04% 4

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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
UBS Group
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Moulton Wealth Management's SLQD Position: Q3 2021 in Review

Moulton Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2021, closing a stake of 163,009 shares — an estimated $8.45M sold.

Moulton Wealth Management first reported a position in SLQD in Q1 2021 and held it in 2 quarters. The position peaked at $8.45M in Q2 2021. 211 funds tracked by Wall St. Rank hold SLQD as of Q3 2021.

  • Moulton Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Moulton Wealth Management sold 163,009 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $8.45M.
  • Moulton Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Moulton Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $8.45M in Q2 2021.
  • 211 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Moulton Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.