PVH
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Psagot Value Holdings’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Psagot Value Holdings’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
-15,473
Closed -$790K – 437
2019
Q4 		$790K Sell
15,473
-780
-5% -$39.8K 0.03% 188
2019
Q3 		$831K Sell
16,253
-1,744
-10% -$88.9K 0.03% 166
2019
Q2 		$917K Sell
17,997
-4,854
-21% -$245K 0.04% 176
2019
Q1 		$1.15M Buy
22,851
+1,158
+5% +$57.9K 0.05% 166
2018
Q4 		$1.07M Sell
21,693
-3,120
-13% -$154K 0.05% 167
2018
Q3 		$1.23M Buy
24,813
+3,334
+16% +$166K 0.05% 141
2018
Q2 		$1.07M Sell
21,479
-5,636
-21% -$280K 0.05% 140
2018
Q1 		$1.35M Sell
27,115
-4,118
-13% -$205K 0.06% 137
2017
Q4 		$1.57M Sell
31,233
-5,840
-16% -$294K 0.07% 121
2017
Q3 		$1.88M Sell
37,073
-896
-2% -$45.3K 0.08% 127
2017
Q2 		$1.92M Buy
37,969
+3,695
+11% +$187K 0.08% 115
2017
Q1 		$1.73M Buy
34,274
+960
+3% +$48.3K 0.07% 122
2016
Q4 		$1.67M Sell
33,314
-32,506
-49% -$1.64M 0.07% 118
2016
Q3 		$3.35M Sell
65,820
-8,920
-12% -$454K 0.14% 88
2016
Q2 		$3.81M Buy
74,740
+62,457
+508% +$3.17M 0.16% 79
2016
Q1 		$620K Sell
12,283
-558
-4% -$28K 0.03% 191
2015
Q4 		$645K Buy
12,841
+3,338
+35% +$168K 0.02% 196
2015
Q3 		$478K Buy
9,503
+2,285
+32% +$115K 0.02% 204
2015
Q2 		$364K Buy
7,218
+7,075
+4,948% +$358K 0.01% 219
2015
Q1 		$7K Buy
+143
New +$7.23K ﹤0.01% 341

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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

Psagot Value Holdings's SLQD Position: Q1 2020 in Review

Psagot Value Holdings sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2020, closing a stake of 15,473 shares — an estimated $790K sold.

Psagot Value Holdings first reported a position in SLQD in Q1 2015 and held it in 20 quarters. The position peaked at $3.81M in Q2 2016. 153 funds tracked by Wall St. Rank hold SLQD as of Q1 2020.

  • Psagot Value Holdings reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Psagot Value Holdings sold 15,473 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $790K.
  • Psagot Value Holdings first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2015 and held it in 20 quarters.
  • Psagot Value Holdings's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.81M in Q2 2016.
  • 153 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Psagot Value Holdings's 13F filing for Q1 2020, filed 12 May 2020.