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

WealthShield 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
2020
Q4 		– Sell
-715
Closed -$37K – 393
2020
Q3 		$37K Hold
715
– – 0.01% 316
2020
Q2 		$37K Buy
+715
New +$36.8K 0.02% 260

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

WealthShield Partners's SLQD Position: Q4 2020 in Review

WealthShield Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2020, closing a stake of 715 shares — an estimated $37K sold.

WealthShield Partners first reported a position in SLQD in Q2 2020 and held it in 2 quarters. The position peaked at $37K in Q3 2020. 205 funds tracked by Wall St. Rank hold SLQD as of Q4 2020.

  • WealthShield Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • WealthShield Partners sold 715 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $37K.
  • WealthShield Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • WealthShield Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $37K in Q3 2020.
  • 205 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2020.

Based on WealthShield Partners's 13F filing for Q4 2020, filed 16 Feb 2021.