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

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-2,000	Closed	-$97K	–	1371
2022 Q2	$97K	Buy	+2,000	New	+$97.5K	0.01%	870
2021 Q2	–	Sell	-6,150	Closed	-$318K	–	718
2021 Q1	$318K	Sell	6,150 -500	-8%	-$26K	0.04%	446
2020 Q4	$347K	Buy	+6,650	New	+$346K	0.05%	386
2019 Q2	–	Sell	-1,700	Closed	-$86K	–	1636
2019 Q1	$86K	Sell	1,700 -1,750	-51%	-$87.5K	0.01%	750
2018 Q4	$171K	Hold	3,450	–	–	0.04%	471
2018 Q3	$171K	Hold	3,450	–	–	0.03%	562
2018 Q2	$171K	Buy	3,450 +1,750	+103%	+$86.8K	0.03%	545
2018 Q1	$85K	Buy	+1,700	New	+$84.8K	0.02%	760

Other funds holding SLQD

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SeaCrest Wealth Management's SLQD Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2022, closing a stake of 2,000 shares — an estimated $97K sold.

SeaCrest Wealth Management first reported a position in SLQD in Q1 2018 and held it in 8 quarters. The position peaked at $347K in Q4 2020. 234 funds tracked by Wall St. Rank hold SLQD as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,000 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $97K.
SeaCrest Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 8 quarters.
SeaCrest Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $347K in Q4 2020.
234 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.