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

Pinnacle Advisory Group’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
2018
Q1 		– Sell
-9,655
Closed -$485K – 206
2017
Q4 		$485K Buy
+9,655
New +$487K 0.03% 134

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $540M AUM 33.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Pinnacle Advisory Group's SLQD Position: Q1 2018 in Review

Pinnacle Advisory Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2018, closing a stake of 9,655 shares — an estimated $485K sold.

Pinnacle Advisory Group first reported a position in SLQD in Q4 2017 and held it in 1 quarter. The position peaked at $485K in Q4 2017. 89 funds tracked by Wall St. Rank hold SLQD as of Q1 2018.

  • Pinnacle Advisory Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Pinnacle Advisory Group sold 9,655 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $485K.
  • Pinnacle Advisory Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Pinnacle Advisory Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $485K in Q4 2017.
  • 89 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Pinnacle Advisory Group's 13F filing for Q1 2018, filed 17 Apr 2018.