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

Seven Springs 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 Q1	–	Sell	-145	Closed	-$8K	–	240
2020 Q4	$8K	Sell	145 -413,698	-100%	-$21.6M	﹤0.01%	123
2020 Q3	$21.6M	Sell	413,843 -5,606	-1%	-$292K	13.55%	2
2020 Q2	$21.9M	Buy	419,449 +16,950	+4%	+$872K	13.93%	2
2020 Q1	$20.2M	Buy	402,499 +71,166	+21%	+$3.61M	14.22%	2
2019 Q4	$16.9M	Buy	+331,333	New	+$16.9M	11.48%	2

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

Seven Springs Wealth Group's SLQD Position: Q1 2021 in Review

Seven Springs Wealth Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2021, closing a stake of 145 shares — an estimated $8K sold.

Seven Springs Wealth Group first reported a position in SLQD in Q4 2019 and held it in 5 quarters. The position peaked at $21.9M in Q2 2020. 213 funds tracked by Wall St. Rank hold SLQD as of Q1 2021.

Seven Springs Wealth Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 145 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $8K.
Seven Springs Wealth Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
Seven Springs Wealth Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $21.9M in Q2 2020.
213 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Seven Springs Wealth Group's 13F filing for Q1 2021, filed 7 May 2021.