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

SouthState Corp’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
Q2 		– Sell
-574
Closed -$28K – 747
2022
Q1 		$28K Sell
574
-2,799
-83% -$140K ﹤0.01% 501
2021
Q4 		$172K Buy
+3,373
New +$173K 0.01% 271

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

SouthState Corp's SLQD Position: Q2 2022 in Review

SouthState Corp sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2022, closing a stake of 574 shares — an estimated $28K sold.

SouthState Corp first reported a position in SLQD in Q4 2021 and held it in 2 quarters. The position peaked at $172K in Q4 2021. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2022.

  • SouthState Corp reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • SouthState Corp sold 574 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $28K.
  • SouthState Corp first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • SouthState Corp's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $172K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on SouthState Corp's 13F filing for Q2 2022, filed 5 Aug 2022.