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

BOK Financial’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	–	Sell	-925	Closed	-$46.5K	–	1323
2025 Q1	$46.5K	Buy	+925	New	+$46.2K	﹤0.01%	833
2022 Q4	–	Sell	-4,268	Closed	-$203K	–	936
2022 Q3	$203K	Buy	+4,268	New	+$207K	﹤0.01%	845
2017 Q4	–	Sell	-1,005	Closed	-$51K	–	1096
2017 Q3	$51K	Buy	+1,005	New	+$50.9K	﹤0.01%	980

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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 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

BOK Financial's SLQD Position: Q2 2025 in Review

BOK Financial sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2025, closing a stake of 925 shares — an estimated $46.5K sold.

BOK Financial first reported a position in SLQD in Q3 2017 and held it in 3 quarters. The position peaked at $203K in Q3 2022. 245 funds tracked by Wall St. Rank hold SLQD as of Q2 2025.

BOK Financial reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
BOK Financial sold 925 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $46.5K.
BOK Financial first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 3 quarters.
BOK Financial's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $203K in Q3 2022.
245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.