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

Partnervest Advisory 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
2020 Q1	–	Sell	-4,000	Closed	-$204K	–	248
2019 Q4	$204K	Sell	4,000 -13	-0.3%	-$664	0.07%	211
2019 Q3	$205K	Sell	4,013 -890	-18%	-$45.4K	0.07%	216
2019 Q2	$250K	Buy	+4,903	New	+$248K	0.1%	172

Other funds holding SLQD

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

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

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

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

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

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

AWM

Argent Wealth Management Waltham, Massachusetts $602M AUM

FMII

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

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

Partnervest Advisory Services's SLQD Position: Q1 2020 in Review

Partnervest Advisory Services sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2020, closing a stake of 4,000 shares — an estimated $204K sold.

Partnervest Advisory Services first reported a position in SLQD in Q2 2019 and held it in 3 quarters. The position peaked at $250K in Q2 2019. 153 funds tracked by Wall St. Rank hold SLQD as of Q1 2020.

Partnervest Advisory Services reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Partnervest Advisory Services sold 4,000 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $204K.
Partnervest Advisory Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
Partnervest Advisory Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $250K in Q2 2019.
153 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Partnervest Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.