AAS
SLQD icon

Avantax Advisory Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Avantax Advisory Services’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 		$8.28M Buy
163,667
+37,998
+30% +$1.91M 0.05% 316
2025
Q1 		$6.32M Sell
125,669
-11,862
-9% -$593K 0.04% 345
2024
Q4 		$6.84M Sell
137,531
-28,402
-17% -$1.42M 0.04% 312
2024
Q3 		$8.37M Sell
165,933
-21,351
-11% -$1.07M 0.05% 270
2024
Q2 		$9.22M Buy
187,284
+90,155
+93% +$4.42M 0.07% 223
2024
Q1 		$4.78M Sell
97,129
-15,406
-14% -$757K 0.04% 314
2023
Q4 		$5.54M Buy
112,535
+10,687
+10% +$517K 0.06% 262
2023
Q3 		$4.89M Buy
101,848
+14,749
+17% +$710K 0.05% 259
2023
Q2 		$4.2M Sell
87,099
-33,903
-28% -$1.64M 0.05% 293
2023
Q1 		$5.87M Buy
121,002
+63,851
+112% +$3.07M 0.07% 214
2022
Q4 		$2.74M Buy
57,151
+3,811
+7% +$181K 0.04% 348
2022
Q3 		$2.53M Buy
53,340
+48,691
+1,047% +$2.36M 0.04% 335
2022
Q2 		$225K Buy
4,649
+604
+15% +$29.4K ﹤0.01% 1154
2022
Q1 		$200K Buy
+4,045
New +$203K ﹤0.01% 1200
2021
Q1 		– Sell
-3,971
Closed -$207K – 1072
2020
Q4 		$207K Sell
3,971
-4,175
-51% -$218K ﹤0.01% 867
2020
Q3 		$425K Buy
+8,146
New +$425K 0.01% 861

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Avantax Advisory Services's SLQD Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 30% in Q2 2025, buying an estimated $1.91M and bringing the position to 163,667 shares worth $8.28M. The position accounts for 0.05% of the portfolio, ranked #316.

Avantax Advisory Services first reported a position in SLQD in Q3 2020 and has held it in 16 quarters since. The position peaked at $9.22M in Q2 2024. 245 funds tracked by Wall St. Rank hold SLQD as of Q2 2025.

  • Avantax Advisory Services held 163,667 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $8.28M as of Q2 2025.
  • Avantax Advisory Services bought 37,998 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $1.91M.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #316 holding.
  • Avantax Advisory Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 16 quarters since.
  • Avantax Advisory Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $9.22M in Q2 2024.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.