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

MSI Financial Services’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
2016 Q4	$482K	Buy	9,599 +693	+8%	+$34.9K	0.02%	711
2016 Q3	$453K	Buy	8,906 +1,984	+29%	+$101K	0.02%	703
2016 Q2	$353K	Buy	6,922 +6,503	+1,552%	+$330K	0.01%	781
2016 Q1	$21K	Buy	419 +120	+40%	+$6.02K	﹤0.01%	2278
2015 Q4	$15K	Hold	299	–	–	﹤0.01%	2482
2015 Q3	$15K	Buy	+299	New	+$15K	﹤0.01%	1867

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

RWG

Regal Wealth Group Seal Beach, California $162M AUM 19.09% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MSI Financial Services's SLQD Position: Q4 2016 in Review

MSI Financial Services increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 7.8% in Q4 2016, buying an estimated $34.9K and bringing the position to 9,599 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #711.

MSI Financial Services first reported a position in SLQD in Q3 2015 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold SLQD as of Q4 2016.

MSI Financial Services held 9,599 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $482K as of Q4 2016.
MSI Financial Services bought 693 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $34.9K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.02% of MSI Financial Services's portfolio in Q4 2016, its #711 holding.
MSI Financial Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2015 and has held it in 6 quarters since.
43 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.