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

Valeo Financial 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
2021 Q2	–	Sell	-1,086	Closed	-$56K	–	1605
2021 Q1	$56K	Hold	1,086	–	–	﹤0.01%	830
2020 Q4	$57K	Hold	1,086	–	–	﹤0.01%	726
2020 Q3	$57K	Hold	1,086	–	–	0.01%	621
2020 Q2	$57K	Hold	1,086	–	–	0.01%	672
2020 Q1	$56K	Hold	1,086	–	–	0.01%	568
2019 Q4	$55K	Hold	1,086	–	–	0.01%	614
2019 Q3	$56K	Buy	+1,086	New	+$55.4K	0.01%	565

Other funds holding SLQD

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

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

MLIC

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WIA

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

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

Valeo Financial Advisors's SLQD Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2021, closing a stake of 1,086 shares — an estimated $56K sold.

Valeo Financial Advisors first reported a position in SLQD in Q3 2019 and held it in 7 quarters. The position peaked at $57K in Q4 2020. 213 funds tracked by Wall St. Rank hold SLQD as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,086 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $56K.
Valeo Financial Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 7 quarters.
Valeo Financial Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $57K in Q4 2020.
213 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.