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Sterling Investment Advisors (Missouri)’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Sterling Investment Advisors (Missouri)’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
-4,613
Closed -$228K – 30
2022
Q1 		$228K Buy
4,613
+11
+0.2% +$551 0.13% 28
2021
Q4 		$235K Sell
4,602
-562
-11% -$28.8K 0.13% 27
2021
Q3 		$267K Buy
5,164
+19
+0.4% +$984 0.16% 24
2021
Q2 		$267K Buy
5,145
+20
+0.4% +$1.04K 0.16% 24
2021
Q1 		$265K Buy
5,125
+16
+0.3% +$832 0.17% 22
2020
Q4 		$267K Sell
5,109
-3,274
-39% -$171K 0.18% 21
2020
Q3 		$437K Buy
8,383
+47
+0.6% +$2.45K 0.33% 20
2020
Q2 		$434K Buy
8,336
+54
+0.7% +$2.78K 0.35% 20
2020
Q1 		$415K Buy
8,282
+37
+0.4% +$1.88K 0.38% 22
2019
Q4 		$421K Buy
8,245
+80
+1% +$4.08K 0.32% 22
2019
Q3 		$418K Buy
8,165
+59
+0.7% +$3.01K 0.33% 22
2019
Q2 		$413K Buy
8,106
+58
+0.7% +$2.93K 0.33% 22
2019
Q1 		$406K Buy
8,048
+40
+0.5% +$2K 0.33% 22
2018
Q4 		$397K Buy
8,008
+74
+0.9% +$3.66K 0.35% 22
2018
Q3 		$394K Buy
7,934
+51
+0.6% +$2.53K 0.32% 22
2018
Q2 		$391K Sell
7,883
-2,243
-22% -$111K 0.33% 22
2018
Q1 		$504K Buy
10,126
+37
+0.4% +$1.85K 0.42% 22
2017
Q4 		$507K Buy
10,089
+64
+0.6% +$3.23K 0.42% 22
2017
Q3 		$507K Buy
10,025
+51
+0.5% +$2.58K 0.43% 22
2017
Q2 		$504K Buy
9,974
+50
+0.5% +$2.52K 0.46% 22
2017
Q1 		$500K Buy
+9,924
New +$499K 0.48% 22

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 $2.75B AUM 19.24% 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 $4.13B AUM 32.58% 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

Sterling Investment Advisors (Missouri)'s SLQD Position: Q2 2022 in Review

Sterling Investment Advisors (Missouri) sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2022, closing a stake of 4,613 shares — an estimated $228K sold.

Sterling Investment Advisors (Missouri) first reported a position in SLQD in Q1 2017 and held it in 21 quarters. The position peaked at $507K in Q4 2017. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2022.

  • Sterling Investment Advisors (Missouri) reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Missouri) sold 4,613 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $228K.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2017 and held it in 21 quarters.
  • Sterling Investment Advisors (Missouri)'s iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $507K in Q4 2017.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2022, filed 27 Jul 2022.