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

WFG 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
2017 Q2	$10K	Hold	200	–	–	﹤0.01%	1152
2017 Q1	$10K	Hold	200	–	–	﹤0.01%	1086
2016 Q4	$10K	Hold	200	–	–	﹤0.01%	1109
2016 Q3	$10K	Hold	200	–	–	﹤0.01%	1132
2016 Q2	$10K	Hold	200	–	–	﹤0.01%	1102
2016 Q1	$10K	Hold	200	–	–	﹤0.01%	1056
2015 Q4	$10K	Hold	200	–	–	﹤0.01%	1082
2015 Q3	$10K	Hold	200	–	–	﹤0.01%	1093
2015 Q2	$10K	Hold	200	–	–	﹤0.01%	1192
2015 Q1	$10K	Hold	200	–	–	﹤0.01%	1211
2014 Q4	$10K	Hold	200	–	–	﹤0.01%	1469
2014 Q3	$10K	Hold	200	–	–	﹤0.01%	1501
2014 Q2	$10K	Buy	+200	New	+$10.1K	﹤0.01%	1490

Other funds holding SLQD

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

MLIC

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WFG Advisors's SLQD Position: Q2 2017 in Review

WFG Advisors held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2017 at 200 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

WFG Advisors first reported a position in SLQD in Q2 2014 and has held it in 13 quarters since. 66 funds tracked by Wall St. Rank hold SLQD as of Q2 2017.

WFG Advisors held 200 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $10K as of Q2 2017.
WFG Advisors left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2017.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1152 holding.
WFG Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2014 and has held it in 13 quarters since.
66 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.