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

Next Financial Group’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 Q4	$99K	Buy	1,942 +770	+66%	+$39.5K	0.01%	1172
2021 Q3	$60K	Buy	1,172 +109	+10%	+$5.64K	﹤0.01%	1337
2021 Q2	$55K	Sell	1,063 -74	-7%	-$3.84K	﹤0.01%	1357
2021 Q1	$59K	Sell	1,137 -57	-5%	-$2.96K	0.01%	1221
2020 Q4	$62K	Sell	1,194 -228	-16%	-$11.9K	0.01%	1133
2020 Q3	$74K	Buy	+1,422	New	+$74.2K	0.01%	981
2020 Q2	–	Sell	-329	Closed	-$16K	–	1688
2020 Q1	$16K	Hold	329	–	–	﹤0.01%	1371
2019 Q4	$17K	Sell	329 -1,349	-80%	-$68.9K	﹤0.01%	1596
2019 Q3	$86K	Sell	1,678 -11,863	-88%	-$605K	0.01%	957
2019 Q2	$690K	Buy	+13,541	New	+$684K	0.07%	282
2019 Q1	–	Sell	-9,618	Closed	-$476K	–	2063
2018 Q4	$476K	Buy	+9,618	New	+$475K	0.1%	229
2017 Q3	–	Sell	-37	Closed	-$2K	–	1934
2017 Q2	$2K	Buy	+37	New	+$1.87K	﹤0.01%	1756

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

FMII

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

WIA

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Next Financial Group's SLQD Position: Q4 2021 in Review

Next Financial Group increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 66% in Q4 2021, buying an estimated $39.5K and bringing the position to 1,942 shares worth $99K. The position accounts for 0.01% of the portfolio, ranked #1172.

Next Financial Group first reported a position in SLQD in Q2 2017 and has held it in 12 quarters since. The position peaked at $690K in Q2 2019. 239 funds tracked by Wall St. Rank hold SLQD as of Q4 2021.

Next Financial Group held 1,942 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $99K as of Q4 2021.
Next Financial Group bought 770 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $39.5K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1172 holding.
Next Financial Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 12 quarters since.
Next Financial Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $690K in Q2 2019.
239 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.