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SLQD icon

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

Ancora 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
2025
Q3 		– Sell
-418
Closed -$21.1K – 2047
2025
Q2 		$21.1K Hold
418
– – ﹤0.01% 1213
2025
Q1 		$21K Hold
418
– – ﹤0.01% 1186
2024
Q4 		$20.8K Sell
418
-83
-17% -$4.14K ﹤0.01% 1197
2024
Q3 		$25.3K Buy
+501
New +$25K ﹤0.01% 1147

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ancora Advisors's SLQD Position: Q3 2025 in Review

Ancora Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2025, closing a stake of 418 shares — an estimated $21.1K sold.

Ancora Advisors first reported a position in SLQD in Q3 2024 and held it in 4 quarters. The position peaked at $25.3K in Q3 2024. 242 funds tracked by Wall St. Rank hold SLQD as of Q3 2025.

  • Ancora Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Ancora Advisors sold 418 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $21.1K.
  • Ancora Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 4 quarters.
  • Ancora Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $25.3K in Q3 2024.
  • 242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.