BFPW
SLQD icon

BOK Financial Private Wealth’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

BOK Financial Private Wealth’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
-1,100
Closed -$55.9K – 469
2025
Q3 		$55.9K Buy
+1,100
New +$55.7K ﹤0.01% 243

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 $714M AUM 21.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 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
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

BOK Financial Private Wealth's SLQD Position: Q4 2025 in Review

BOK Financial Private Wealth sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2025, closing a stake of 1,100 shares — an estimated $55.9K sold.

BOK Financial Private Wealth first reported a position in SLQD in Q3 2025 and held it in 1 quarter. The position peaked at $55.9K in Q3 2025. 253 funds tracked by Wall St. Rank hold SLQD as of Q4 2025.

  • BOK Financial Private Wealth reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 1,100 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $55.9K.
  • BOK Financial Private Wealth first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • BOK Financial Private Wealth's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $55.9K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on BOK Financial Private Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.