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

Pinnacle 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 		$567K Buy
+10,945
New +$567K 0.02% 259

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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 $4.13B AUM 32.58% 1-Year Est. Return
UBS Group
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Pinnacle Wealth Advisors opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2021: 10,945 shares worth $567K. The stake represents 0.02% of the portfolio and ranks #259 among its holdings.

213 funds tracked by Wall St. Rank hold SLQD as of Q2 2021.

  • Pinnacle Wealth Advisors held 10,945 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $567K as of Q2 2021.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #259 holding.
  • 213 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

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