RG
SNLN

Retirement Group’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Retirement Group’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-198
Closed -$3K – 849
2021
Q4 		$3K Hold
198
– – ﹤0.01% 600
2021
Q3 		$3K Sell
198
-435
-69% -$6.99K ﹤0.01% 507
2021
Q2 		$10K Hold
633
– – ﹤0.01% 418
2021
Q1 		$10K Hold
633
– – ﹤0.01% 476
2020
Q4 		$10K Hold
633
– – ﹤0.01% 436
2020
Q3 		$10K Hold
633
– – 0.01% 422
2020
Q2 		$10K Buy
+633
New +$9.99K 0.01% 391
2019
Q4 		$11K Buy
+633
New +$11K 0.01% 379

Other funds holding SNLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Retirement Group's SNLN Position: Q1 2022 in Review

Retirement Group sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q1 2022, closing a stake of 198 shares — an estimated $3K sold.

Retirement Group first reported a position in SNLN in Q4 2019 and held it in 8 quarters. The position peaked at $11K in Q4 2019. 19 funds tracked by Wall St. Rank hold SNLN as of Q1 2022.

  • Retirement Group reported no remaining Highland/iBoxx Senior Loan ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Group sold 198 Highland/iBoxx Senior Loan ETF shares in Q1 2022, an estimated $3K.
  • Retirement Group first reported a position in Highland/iBoxx Senior Loan ETF in Q4 2019 and held it in 8 quarters.
  • Retirement Group's Highland/iBoxx Senior Loan ETF position peaked at $11K in Q4 2019.
  • 19 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q1 2022.

Based on Retirement Group's 13F filing for Q1 2022, filed 6 May 2022.