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

Regal Wealth 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
2021 Q2	–	Sell	-567	Closed	-$29K	–	211
2021 Q1	$29K	Buy	567 +2	+0.4%	+$104	0.02%	125
2020 Q4	$30K	Buy	565 +4	+0.7%	+$208	0.02%	115
2020 Q3	$29K	Buy	561 +3	+0.5%	+$157	0.02%	104
2020 Q2	$29K	Buy	558 +3	+0.5%	+$154	0.02%	105
2020 Q1	$28K	Buy	555 +3	+0.5%	+$152	0.03%	90
2019 Q4	$28K	Sell	552 -162	-23%	-$8.27K	0.02%	106
2019 Q3	$37K	Sell	714 -208	-23%	-$10.6K	0.03%	86
2019 Q2	$47K	Buy	922 +5	+0.5%	+$252	0.03%	76
2019 Q1	$46K	Buy	917 +3	+0.3%	+$150	0.03%	76
2018 Q4	$45K	Sell	914 -14	-2%	-$692	0.04%	74
2018 Q3	$46K	Hold	928	–	–	0.03%	76
2018 Q2	$46K	Sell	928 -75	-7%	-$3.72K	0.05%	78
2018 Q1	$50K	Buy	1,003 +1	+0.1%	+$50	0.04%	77
2017 Q4	$50K	Sell	1,002 -42	-4%	-$2.12K	0.04%	75
2017 Q3	$53K	Buy	1,044 +1	+0.1%	+$51	0.04%	70
2017 Q2	$53K	Sell	1,043 -25,406	-96%	-$1.28M	0.04%	72
2017 Q1	$1.33M	Buy	26,449 +765	+3%	+$38.5K	1.02%	24
2016 Q4	$1.29M	Buy	+25,684	New	+$1.29M	1.05%	25

Other funds holding SLQD

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

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 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 New York $777B AUM 61.18% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Regal Wealth Group's SLQD Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2021, closing a stake of 567 shares — an estimated $29K sold.

Regal Wealth Group first reported a position in SLQD in Q4 2016 and held it in 18 quarters. The position peaked at $1.33M in Q1 2017. 213 funds tracked by Wall St. Rank hold SLQD as of Q2 2021.

Regal Wealth Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 567 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $29K.
Regal Wealth Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 18 quarters.
Regal Wealth Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.33M in Q1 2017.
213 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.