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

TCI Wealth Advisors’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
Q4 		– Sell
-438
Closed -$21K – 2639
2022
Q3 		$21K Hold
438
– – ﹤0.01% 642
2022
Q2 		$21K Hold
438
– – ﹤0.01% 631
2022
Q1 		$22K Buy
438
+13
+3% +$652 ﹤0.01% 662
2021
Q4 		$22K Hold
425
– – ﹤0.01% 669
2021
Q3 		$22K Sell
425
-428
-50% -$22.2K ﹤0.01% 651
2021
Q2 		$44K Buy
853
+102
+14% +$5.29K 0.01% 423
2021
Q1 		$39K Buy
751
+245
+48% +$12.7K 0.02% 409
2020
Q4 		$26K Buy
506
+100
+25% +$5.21K 0.01% 449
2020
Q3 		$21K Hold
406
– – 0.01% 445
2020
Q2 		$21K Buy
406
+87
+27% +$4.48K 0.01% 437
2020
Q1 		$16K Sell
319
-139
-30% -$7.04K 0.01% 488
2019
Q4 		$23K Sell
458
-17
-4% -$868 0.01% 523
2019
Q3 		$24K Sell
475
-40
-8% -$2.04K 0.01% 460
2019
Q2 		$26K Buy
515
+46
+10% +$2.32K 0.01% 423
2019
Q1 		$24K Hold
469
– – 0.01% 465
2018
Q4 		$23K Sell
469
-1,317
-74% -$65.1K 0.01% 451
2018
Q3 		$89K Hold
1,786
– – 0.04% 255
2018
Q2 		$89K Buy
1,786
+12
+0.7% +$595 0.04% 241
2018
Q1 		$88K Hold
1,774
– – 0.04% 243
2017
Q4 		$89K Buy
1,774
+135
+8% +$6.8K 0.04% 250
2017
Q3 		$83K Hold
1,639
– – 0.04% 238
2017
Q2 		$83K Buy
1,639
+38
+2% +$1.92K 0.04% 227
2017
Q1 		$81K Buy
1,601
+1,221
+321% +$61.4K 0.04% 238
2016
Q4 		$19K Buy
+380
New +$19.2K 0.01% 502

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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCI Wealth Advisors's SLQD Position: Q4 2022 in Review

TCI Wealth Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2022, closing a stake of 438 shares — an estimated $21K sold.

TCI Wealth Advisors first reported a position in SLQD in Q4 2016 and held it in 24 quarters. The position peaked at $89K in Q3 2018. 242 funds tracked by Wall St. Rank hold SLQD as of Q4 2022.

  • TCI Wealth Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 438 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $21K.
  • TCI Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 24 quarters.
  • TCI Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $89K in Q3 2018.
  • 242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.