Berkshire Asset Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Berkshire Asset 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
2025 Q4	–	Sell	-21,083	Closed	-$1.07M	–	298
2025 Q3	$1.07M	Sell	21,083 -3,871	-16%	-$196K	0.05%	142
2025 Q2	$1.26M	Sell	24,954 -995	-4%	-$49.9K	0.06%	133
2025 Q1	$1.3M	Sell	25,949 -1,193	-4%	-$59.6K	0.06%	128
2024 Q4	$1.35M	Sell	27,142 -5,012	-16%	-$250K	0.06%	129
2024 Q3	$1.58M	Hold	32,154	–	–	0.08%	112
2024 Q2	$1.58M	Buy	+32,154	New	+$1.58M	0.08%	113
2019 Q4	–	Sell	-37,339	Closed	-$1.91M	–	219
2019 Q3	$1.91M	Buy	+37,339	New	+$1.9M	0.16%	76
2019 Q2	–	Sell	-25,870	Closed	-$1.3M	–	224
2019 Q1	$1.3M	Buy	25,870 +6,112	+31%	+$306K	0.11%	99
2018 Q4	$979K	Buy	19,758 +7,620	+63%	+$377K	0.09%	105
2018 Q3	$603K	Buy	+12,138	New	+$603K	0.05%	138

Other funds holding SLQD

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LWM

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

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

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 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

FMII

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

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Berkshire Asset Management's SLQD Position: Q4 2025 in Review

Berkshire Asset Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2025, closing a stake of 21,083 shares — an estimated $1.07M sold.

Berkshire Asset Management first reported a position in SLQD in Q3 2018 and held it in 10 quarters. The position peaked at $1.91M in Q3 2019. 253 funds tracked by Wall St. Rank hold SLQD as of Q4 2025.

Berkshire Asset Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Berkshire Asset Management sold 21,083 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $1.07M.
Berkshire Asset Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and held it in 10 quarters.
Berkshire Asset Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.91M in Q3 2019.
253 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Berkshire Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.