Penserra Capital Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Penserra Capital Management’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
2024 Q1	–	Sell	-151	Closed	-$7K	–	1403
2023 Q4	$7K	Buy	+151	New	+$7.3K	﹤0.01%	1147
2023 Q3	–	Sell	-414	Closed	-$19K	–	1361
2023 Q2	$19K	Buy	+414	New	+$20K	﹤0.01%	1158

Other funds holding SLQD

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

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

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Penserra Capital Management's SLQD Position: Q1 2024 in Review

Penserra Capital Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2024, closing a stake of 151 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in SLQD in Q2 2023 and held it in 2 quarters. The position peaked at $19K in Q2 2023. 235 funds tracked by Wall St. Rank hold SLQD as of Q1 2024.

Penserra Capital Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Penserra Capital Management sold 151 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $7K.
Penserra Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
Penserra Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $19K in Q2 2023.
235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Penserra Capital Management's 13F filing for Q1 2024, filed 15 May 2024.