Central Pacific Bank - Trust Division’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Central Pacific Bank - Trust Division’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
2026 Q2	$529K	Hold	10,494	–	–	0.05%	314
2026 Q1	$530K	Sell	10,494 -13,452	-56%	-$682K	0.07%	276
2025 Q4	$1.21M	Buy	23,946 +492	+2%	+$25K	0.15%	147
2025 Q3	$1.19M	Hold	23,454	–	–	0.14%	154
2025 Q2	$1.19M	Hold	23,454	–	–	0.15%	144
2025 Q1	$1.18M	Sell	23,454 -35	-0.1%	-$1.75K	0.16%	137
2024 Q4	$1.17M	Hold	23,489	–	–	0.15%	145
2024 Q3	$1.18M	Buy	23,489 +414	+2%	+$20.7K	0.15%	156
2024 Q2	$1.14M	Hold	23,075	–	–	0.14%	161
2024 Q1	$1.13M	Buy	+23,075	New	+$1.13M	0.14%	166

Other funds holding SLQD

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

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

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return