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Wealthspire Advisors (New York)’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Wealthspire Advisors (New York)’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
-7,465
Closed -$387K – 612
2021
Q1 		$387K Buy
+7,465
New +$388K 0.01% 470

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MLIC
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FMII
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UBS Group
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TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s SLQD Position: Q2 2021 in Review

Wealthspire Advisors (New York) sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2021, closing a stake of 7,465 shares — an estimated $387K sold.

Wealthspire Advisors (New York) first reported a position in SLQD in Q1 2021 and held it in 1 quarter. The position peaked at $387K in Q1 2021. 213 funds tracked by Wall St. Rank hold SLQD as of Q2 2021.

  • Wealthspire Advisors (New York) reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 7,465 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $387K.
  • Wealthspire Advisors (New York) first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $387K in Q1 2021.
  • 213 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.