Wealthcare Advisory Partners’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Wealthcare Advisory Partners’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	-547	Closed	-$28K	–	1660
2021 Q1	$28K	Buy	+547	New	+$28.4K	﹤0.01%	1091
2020 Q2	–	Sell	-1,551	Closed	-$78K	–	1183
2020 Q1	$78K	Buy	1,551 +1,354	+687%	+$68.6K	0.01%	421
2019 Q4	$10K	Hold	197	–	–	﹤0.01%	949
2019 Q3	$10K	Hold	197	–	–	﹤0.01%	928
2019 Q2	$10K	Hold	197	–	–	﹤0.01%	915
2019 Q1	$10K	Hold	197	–	–	﹤0.01%	822
2018 Q4	$10K	Hold	197	–	–	﹤0.01%	792
2018 Q3	$10K	Hold	197	–	–	﹤0.01%	851
2018 Q2	$10K	Hold	197	–	–	﹤0.01%	844
2018 Q1	$10K	Sell	197 -251	-56%	-$12.5K	﹤0.01%	733
2017 Q4	$23K	Hold	448	–	–	0.01%	509
2017 Q3	$23K	Buy	+448	New	+$22.7K	0.01%	410

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

Wealthcare Advisory Partners's SLQD Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2021, closing a stake of 547 shares — an estimated $28K sold.

Wealthcare Advisory Partners first reported a position in SLQD in Q3 2017 and held it in 12 quarters. The position peaked at $78K in Q1 2020. 213 funds tracked by Wall St. Rank hold SLQD as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 547 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $28K.
Wealthcare Advisory Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $78K in Q1 2020.
213 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.