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SVB Wealth’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

SVB Wealth’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
2021
Q3 		– Sell
-95
Closed -$4K – 1041
2021
Q2 		$4K Buy
+95
New +$4.93K ﹤0.01% 976

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SVB Wealth's SLQD Position: Q3 2021 in Review

SVB Wealth sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2021, closing a stake of 95 shares — an estimated $4K sold.

SVB Wealth first reported a position in SLQD in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 211 funds tracked by Wall St. Rank hold SLQD as of Q3 2021.

  • SVB Wealth reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • SVB Wealth sold 95 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $4K.
  • SVB Wealth first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • SVB Wealth's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $4K in Q2 2021.
  • 211 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on SVB Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.