Stone House Investment Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Stone House Investment 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 Q2	–	Sell	-3,492	Closed	-$176K	–	170
2019 Q1	$176K	Sell	3,492 -7,927	-69%	-$396K	0.09%	48
2018 Q4	$566K	Sell	11,419 -698	-6%	-$34.5K	0.36%	35
2018 Q3	$602K	Buy	12,117 +670	+6%	+$33.3K	0.35%	34
2018 Q2	$568K	Sell	11,447 -246	-2%	-$12.2K	0.36%	30
2018 Q1	$582K	Buy	+11,693	New	+$583K	0.38%	29
2017 Q2	–	Sell	-4,126	Closed	-$208K	–	39
2017 Q1	$208K	Buy	+4,126	New	+$208K	0.16%	38

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return

Stone House Investment Management's SLQD Position: Q2 2019 in Review

Stone House Investment Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2019, closing a stake of 3,492 shares — an estimated $176K sold.

Stone House Investment Management first reported a position in SLQD in Q1 2017 and held it in 6 quarters. The position peaked at $602K in Q3 2018. 126 funds tracked by Wall St. Rank hold SLQD as of Q2 2019.

Stone House Investment Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Stone House Investment Management sold 3,492 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $176K.
Stone House Investment Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2017 and held it in 6 quarters.
Stone House Investment Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $602K in Q3 2018.
126 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.