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Stokes & Hubbell Capital Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Stokes & Hubbell Capital 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
2019
Q1 		$9.11M Buy
180,570
+170,440
+1,683% +$8.52M 1.92% 14
2018
Q4 		$502K Buy
10,130
+3,350
+49% +$166K 0.11% 84
2018
Q3 		$337K Buy
6,780
+380
+6% +$18.9K 0.07% 106
2018
Q2 		$318K Buy
+6,400
New +$317K 0.07% 107

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $540M AUM 33.16% 1-Year Est. Return
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Stokes & Hubbell Capital Management's SLQD Position: Q1 2019 in Review

Stokes & Hubbell Capital Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 1,683% in Q1 2019, buying an estimated $8.52M and bringing the position to 180,570 shares worth $9.11M. The position accounts for 1.92% of the portfolio, ranked #14.

Stokes & Hubbell Capital Management first reported a position in SLQD in Q2 2018 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold SLQD as of Q1 2019.

  • Stokes & Hubbell Capital Management held 180,570 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $9.11M as of Q1 2019.
  • Stokes & Hubbell Capital Management bought 170,440 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $8.52M.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 1.92% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #14 holding.
  • Stokes & Hubbell Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.