WLIM
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White Lighthouse Investment Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

White Lighthouse Investment Management’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
2018
Q4 		– Sell
-7,940
Closed -$394K – 120
2018
Q3 		$394K Sell
7,940
-750
-9% -$37.2K 0.2% 78
2018
Q2 		$431K Hold
8,690
– – 0.24% 74
2018
Q1 		$432K Buy
8,690
+61
+0.7% +$3.04K 0.25% 75
2017
Q4 		$434K Buy
+8,629
New +$435K 0.25% 79

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $540M AUM 33.16% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

White Lighthouse Investment Management's SLQD Position: Q4 2018 in Review

White Lighthouse Investment Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2018, closing a stake of 7,940 shares — an estimated $394K sold.

White Lighthouse Investment Management first reported a position in SLQD in Q4 2017 and held it in 4 quarters. The position peaked at $434K in Q4 2017. 119 funds tracked by Wall St. Rank hold SLQD as of Q4 2018.

  • White Lighthouse Investment Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • White Lighthouse Investment Management sold 7,940 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $394K.
  • White Lighthouse Investment Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
  • White Lighthouse Investment Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $434K in Q4 2017.
  • 119 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on White Lighthouse Investment Management's 13F filing for Q4 2018, filed 23 Jan 2019.