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

Castleview Partners’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 Q1	–	Sell	-339	Closed	-$16.9K	–	493
2024 Q4	$16.9K	Hold	339	–	–	0.01%	498
2024 Q3	$17.1K	Hold	339	–	–	0.01%	465
2024 Q2	$16.7K	Hold	339	–	–	0.01%	457
2024 Q1	$16.7K	Hold	339	–	–	0.01%	481
2023 Q4	$16.7K	Hold	339	–	–	0.01%	455
2023 Q3	$16.3K	Hold	339	–	–	0.02%	380
2023 Q2	$16.3K	Hold	339	–	–	0.01%	379
2023 Q1	$16.4K	Hold	339	–	–	0.01%	362
2022 Q4	$16.2K	Hold	339	–	–	0.02%	314
2022 Q3	$16K	Sell	339 -56	-14%	-$2.71K	0.02%	339
2022 Q2	$16K	Buy	395 +56	+17%	+$2.73K	0.01%	411
2022 Q1	$16K	Sell	339 -28,912	-99%	-$1.45M	0.01%	459
2021 Q4	$573	Buy	+29,251	New	+$1.5M	﹤0.01%	490
2018 Q1	$400K	Buy	+8,046	New	+$401K	0.33%	70

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 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

Castleview Partners's SLQD Position: Q1 2025 in Review

Castleview Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2025, closing a stake of 339 shares — an estimated $16.9K sold.

Castleview Partners first reported a position in SLQD in Q1 2018 and held it in 14 quarters. The position peaked at $400K in Q1 2018. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2025.

Castleview Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 339 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $16.9K.
Castleview Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and held it in 14 quarters.
Castleview Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $400K in Q1 2018.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.