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

ShoreHaven Wealth Partners’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
-68,065
Closed -$3.52M – 222
2021
Q1 		$3.52M Buy
68,065
+1,578
+2% +$82K 1.91% 18
2020
Q4 		$3.47M Buy
+66,487
New +$3.46M 1.94% 20

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $540M AUM 33.16% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

ShoreHaven Wealth Partners's SLQD Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2021, closing a stake of 68,065 shares — an estimated $3.52M sold.

ShoreHaven Wealth Partners first reported a position in SLQD in Q4 2020 and held it in 2 quarters. The position peaked at $3.52M in Q1 2021. 213 funds tracked by Wall St. Rank hold SLQD as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 68,065 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $3.52M.
  • ShoreHaven Wealth Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.52M in Q1 2021.
  • 213 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.