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

Systelligence LLC’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 Q4	–	Sell	-62,824	Closed	-$3.27M	–	59
2020 Q3	$3.27M	Buy	62,824 +1,202	+2%	+$62.7K	0.99%	35
2020 Q2	$3.21M	Buy	+61,622	New	+$3.17M	1.04%	36
2020 Q1	–	Sell	-57,684	Closed	-$2.94M	–	61
2019 Q4	$2.94M	Buy	+57,684	New	+$2.95M	1.08%	35

Other funds holding SLQD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MLIC

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

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

FMII

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Systelligence LLC's SLQD Position: Q4 2020 in Review

Systelligence LLC sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2020, closing a stake of 62,824 shares — an estimated $3.27M sold.

Systelligence LLC first reported a position in SLQD in Q4 2019 and held it in 3 quarters. The position peaked at $3.27M in Q3 2020. 205 funds tracked by Wall St. Rank hold SLQD as of Q4 2020.

Systelligence LLC reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Systelligence LLC sold 62,824 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $3.27M.
Systelligence LLC first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
Systelligence LLC's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.27M in Q3 2020.
205 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Systelligence LLC's 13F filing for Q4 2020, filed 23 Sep 2021.