Atria Wealth Solutions’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Atria Wealth Solutions’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 Q2	$247K	Sell	4,895 -200,549	-98%	-$10.1M	0.01%	1260
2025 Q1	$10.3M	Buy	205,444 +192,656	+1,507%	+$9.63M	0.12%	175
2024 Q4	$636K	Buy	12,788 +78	+0.6%	+$3.89K	0.01%	1139
2024 Q3	$641K	Sell	12,710 -516	-4%	-$25.7K	0.01%	1122
2024 Q2	$651K	Sell	13,226 -88,528	-87%	-$4.34M	0.01%	1099
2024 Q1	$5.01M	Buy	101,754 +4,974	+5%	+$244K	0.06%	339
2023 Q4	$4.76M	Buy	96,780 +1,340	+1%	+$64.8K	0.06%	326
2023 Q3	$4.58M	Buy	95,440 +3,168	+3%	+$152K	0.06%	311
2023 Q2	$4.45M	Buy	92,272 +73,804	+400%	+$3.57M	0.06%	316
2023 Q1	$895K	Sell	18,468 -4,843	-21%	-$233K	0.01%	838
2022 Q4	$1.12M	Sell	23,311 -10,484	-31%	-$499K	0.02%	700
2022 Q3	$1.6M	Buy	33,795 +8,053	+31%	+$390K	0.03%	555
2022 Q2	$1.25M	Buy	25,742 +5,394	+27%	+$263K	0.02%	612
2022 Q1	$1M	Buy	+20,348	New	+$1.02M	0.02%	726

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Atria Wealth Solutions's SLQD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 98% in Q2 2025, selling an estimated $10.1M and leaving 4,895 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #1260.

Atria Wealth Solutions first reported a position in SLQD in Q1 2022 and has held it in 14 quarters since. The position peaked at $10.3M in Q1 2025. 245 funds tracked by Wall St. Rank hold SLQD as of Q2 2025.

Atria Wealth Solutions held 4,895 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $247K as of Q2 2025.
Atria Wealth Solutions sold 200,549 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $10.1M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1260 holding.
Atria Wealth Solutions first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $10.3M in Q1 2025.
245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.