Squar Milner Financial Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-13	Closed	–	–	623
2020 Q1	$0	Hold	13	–	–	﹤0.01%	855
2019 Q4	$0	Buy	+13	New	+$664	﹤0.01%	855
2019 Q3	–	Sell	-13	Closed	-$1K	–	626
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	780
2019 Q1	$0	Buy	+13	New	+$650	﹤0.01%	842

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

AWM

Argent Wealth Management Waltham, Massachusetts $602M AUM

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

FMII

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

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

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Squar Milner Financial Services's SLQD Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2020, closing a stake of 13 shares.

Squar Milner Financial Services first reported a position in SLQD in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q2 2019. 168 funds tracked by Wall St. Rank hold SLQD as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 13 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2020.
Squar Milner Financial Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 4 quarters.
Squar Milner Financial Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1K in Q2 2019.
168 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.