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Nicolet Bankshares’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Nicolet Bankshares’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
-10,819
Closed -$561K – 212
2021
Q2 		$561K Hold
10,819
– – 0.15% 114
2021
Q1 		$560K Buy
+10,819
New +$562K 0.15% 108

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 $4.13B AUM 32.58% 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

Nicolet Bankshares's SLQD Position: Q3 2021 in Review

Nicolet Bankshares sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2021, closing a stake of 10,819 shares — an estimated $561K sold.

Nicolet Bankshares first reported a position in SLQD in Q1 2021 and held it in 2 quarters. The position peaked at $561K in Q2 2021. 211 funds tracked by Wall St. Rank hold SLQD as of Q3 2021.

  • Nicolet Bankshares reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Nicolet Bankshares sold 10,819 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $561K.
  • Nicolet Bankshares first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Nicolet Bankshares's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $561K 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 Nicolet Bankshares's 13F filing for Q3 2021, filed 16 Nov 2021.