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

V 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
2017
Q3 		– Sell
-120
Closed -$6K – 622
2017
Q2 		$6K Buy
+120
New +$6.06K ﹤0.01% 638

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

V Wealth Advisors's SLQD Position: Q3 2017 in Review

V Wealth Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2017, closing a stake of 120 shares — an estimated $6K sold.

V Wealth Advisors first reported a position in SLQD in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 68 funds tracked by Wall St. Rank hold SLQD as of Q3 2017.

  • V Wealth Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 120 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2017, an estimated $6K.
  • V Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $6K in Q2 2017.
  • 68 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.