SFG
SLQD icon

Sowa Financial Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Sowa Financial 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
2020
Q3 		– Sell
-42
Closed -$2K – 326
2020
Q2 		$2K Hold
42
– – ﹤0.01% 331
2020
Q1 		$2K Hold
42
– – ﹤0.01% 323
2019
Q4 		$2K Buy
+42
New +$2.14K ﹤0.01% 339

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Sowa Financial Group's SLQD Position: Q3 2020 in Review

Sowa Financial Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2020, closing a stake of 42 shares — an estimated $2K sold.

Sowa Financial Group first reported a position in SLQD in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 182 funds tracked by Wall St. Rank hold SLQD as of Q3 2020.

  • Sowa Financial Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 42 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $2K.
  • Sowa Financial Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2K in Q2 2020.
  • 182 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.