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B. Riley Wealth Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

B. Riley Wealth 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
-6,419
Closed -$325K – 1170
2025
Q2 		$325K Buy
+6,419
New +$322K 0.02% 681
2024
Q4 		$497K Buy
9,994
+467
+5% +$23.3K 0.02% 702
2024
Q3 		$480K Sell
9,527
-441
-4% -$22K 0.01% 754
2024
Q2 		$491K Sell
9,968
-2,498
-20% -$123K 0.01% 830
2024
Q1 		$598K Buy
12,466
+816
+7% +$40.1K 0.02% 712
2023
Q4 		$573K Sell
11,650
-816
-7% -$39.4K 0.02% 751
2023
Q3 		$598K Buy
12,466
+552
+5% +$26.6K 0.02% 712
2023
Q2 		$574K Sell
11,914
-5,511
-32% -$266K 0.01% 789
2023
Q1 		$845K Sell
17,425
-945
-5% -$45.5K 0.02% 593
2022
Q4 		$879K Buy
18,370
+445
+2% +$21.2K 0.02% 578
2022
Q3 		$850K Sell
17,925
-2,276
-11% -$110K 0.03% 556
2022
Q2 		$979K Buy
20,201
+1,281
+7% +$62.4K 0.04% 428
2022
Q1 		$934K Buy
18,920
+1,064
+6% +$53.3K 0.03% 519
2021
Q4 		$912K Buy
17,856
+961
+6% +$49.3K 0.03% 562
2021
Q3 		$874K Buy
16,895
+11,885
+237% +$615K 0.03% 564
2021
Q2 		$260K Sell
5,010
-4,304
-46% -$223K 0.01% 1099
2021
Q1 		$483K Buy
9,314
+3,791
+69% +$197K 0.02% 744
2020
Q4 		$289K Buy
+5,523
New +$288K 0.02% 775

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

B. Riley Wealth Advisors's SLQD Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2025, closing a stake of 6,419 shares — an estimated $325K sold.

B. Riley Wealth Advisors first reported a position in SLQD in Q4 2020 and held it in 18 quarters. The position peaked at $979K in Q2 2022. 242 funds tracked by Wall St. Rank hold SLQD as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,419 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $325K.
  • B. Riley Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 18 quarters.
  • B. Riley Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $979K in Q2 2022.
  • 242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.