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

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-392	Closed	-$19K	–	1713
2022 Q2	$19K	Buy	+392	New	+$19.1K	﹤0.01%	1030
2021 Q3	–	Sell	-453	Closed	-$23K	–	2234
2021 Q2	$23K	Buy	+453	New	+$23.5K	﹤0.01%	1123

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FMII

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

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

Patriot Financial Group Insurance Agency's SLQD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2022, closing a stake of 392 shares — an estimated $19K sold.

Patriot Financial Group Insurance Agency first reported a position in SLQD in Q2 2021 and held it in 2 quarters. The position peaked at $23K in Q2 2021. 234 funds tracked by Wall St. Rank hold SLQD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 392 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $19K.
Patriot Financial Group Insurance Agency first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
Patriot Financial Group Insurance Agency's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $23K in Q2 2021.
234 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.