Naples Global Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Naples Global Advisors’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
2022 Q2	–	Sell	-4,063	Closed	-$201K	–	391
2022 Q1	$201K	Hold	4,063	–	–	0.02%	387
2021 Q4	$207K	Sell	4,063 -135	-3%	-$6.92K	0.02%	385
2021 Q3	$217K	Sell	4,198 -35	-0.8%	-$1.81K	0.03%	368
2021 Q2	$219K	Buy	4,233 +123	+3%	+$6.38K	0.03%	361
2021 Q1	$213K	Hold	4,110	–	–	0.03%	350
2020 Q4	$215K	Buy	4,110 +145	+4%	+$7.55K	0.04%	335
2020 Q3	$207K	Sell	3,965 -230	-5%	-$12K	0.04%	327
2020 Q2	$219K	Sell	4,195 -50	-1%	-$2.57K	0.05%	311
2020 Q1	$213K	Buy	4,245 +105	+3%	+$5.32K	0.06%	288
2019 Q4	$211K	Buy	+4,140	New	+$211K	0.04%	307

Other funds holding SLQD

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

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

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

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

WIA

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

Naples Global Advisors's SLQD Position: Q2 2022 in Review

Naples Global Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2022, closing a stake of 4,063 shares — an estimated $201K sold.

Naples Global Advisors first reported a position in SLQD in Q4 2019 and held it in 10 quarters. The position peaked at $219K in Q2 2021. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2022.

Naples Global Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Naples Global Advisors sold 4,063 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $201K.
Naples Global Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
Naples Global Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $219K in Q2 2021.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Naples Global Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.