WI
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WBI Investments’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

WBI Investments’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
2016
Q1 		– Sell
-379,533
Closed -$19.1M – 216
2015
Q4 		$19.1M Buy
+379,533
New +$19.1M 0.54% 40

Other funds holding SLQD

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DIA
Dana Investment Advisors Waukesha, Wisconsin $3.35B AUM 29.65% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

WBI Investments's SLQD Position: Q1 2016 in Review

WBI Investments sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2016, closing a stake of 379,533 shares — an estimated $19.1M sold.

WBI Investments first reported a position in SLQD in Q4 2015 and held it in 1 quarter. The position peaked at $19.1M in Q4 2015. 26 funds tracked by Wall St. Rank hold SLQD as of Q1 2016.

  • WBI Investments reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
  • WBI Investments sold 379,533 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2016, an estimated $19.1M.
  • WBI Investments first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2015 and held it in 1 quarter.
  • WBI Investments's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $19.1M in Q4 2015.
  • 26 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2016.

Based on WBI Investments's 13F filing for Q1 2016, filed 11 May 2016.