Atlantic Edge Private Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Atlantic Edge Private Wealth 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
2026 Q1	$65.6K	Hold	1,300	–	–	0.02%	215
2025 Q4	$65.9K	Hold	1,300	–	–	0.02%	198
2025 Q3	$66.1K	Hold	1,300	–	–	0.02%	197
2025 Q2	$65.8K	Hold	1,300	–	–	0.02%	192
2025 Q1	$65.4K	Hold	1,300	–	–	0.02%	181
2024 Q4	$64.7K	Hold	1,300	–	–	0.02%	182
2024 Q3	$65.6K	Sell	1,300 -900	-41%	-$44.9K	0.02%	182
2024 Q2	$108K	Sell	2,200 -1,225	-36%	-$60.1K	0.04%	154
2024 Q1	$169K	Hold	3,425	–	–	0.06%	133
2023 Q4	$169K	Buy	+3,425	New	+$166K	0.07%	130

Other funds holding SLQD

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

LJI Wealth Management Indianapolis, Indiana $625M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return