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

Sonora Investment 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
2020
Q4 		– Sell
-1,773
Closed -$1K – 1769
2020
Q3 		$1K Sell
1,773
-2,428
-58% -$127K ﹤0.01% 1724
2020
Q2 		$2K Buy
+4,201
New +$216K ﹤0.01% 1591

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Sonora Investment Management's SLQD Position: Q4 2020 in Review

Sonora Investment Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2020, closing a stake of 1,773 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in SLQD in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 205 funds tracked by Wall St. Rank hold SLQD as of Q4 2020.

  • Sonora Investment Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 1,773 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $1K.
  • Sonora Investment Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Sonora Investment Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2K in Q2 2020.
  • 205 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.