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

Outlook Wealth 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
2021 Q2	–	Sell	-17,015	Closed	-$881K	–	222
2021 Q1	$881K	Buy	17,015 +1,928	+13%	+$100K	0.31%	77
2020 Q4	$788K	Sell	15,087 -44	-0.3%	-$2.29K	0.29%	83
2020 Q3	$789K	Sell	15,131 -186	-1%	-$9.7K	0.31%	66
2020 Q2	$798K	Sell	15,317 -153	-1%	-$7.87K	0.34%	67
2020 Q1	$776K	Buy	+15,470	New	+$784K	0.44%	55

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

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 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

TIA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WIA

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Outlook Wealth Advisors's SLQD Position: Q2 2021 in Review

Outlook Wealth Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2021, closing a stake of 17,015 shares — an estimated $881K sold.

Outlook Wealth Advisors first reported a position in SLQD in Q1 2020 and held it in 5 quarters. The position peaked at $881K in Q1 2021. 213 funds tracked by Wall St. Rank hold SLQD as of Q2 2021.

Outlook Wealth Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Outlook Wealth Advisors sold 17,015 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $881K.
Outlook Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 5 quarters.
Outlook Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $881K in Q1 2021.
213 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Outlook Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.