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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-3,964
Closed -$201K 3003
2025
Q3
$201K Buy
+3,964
New +$201K ﹤0.01% 2501

Other funds holding SLQD

Cerity Partners's SLQD Position: Q4 2025 in Review

Cerity Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2025, closing a stake of 3,964 shares — an estimated $201K sold.

Cerity Partners first reported a position in SLQD in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 253 funds tracked by Wall St. Rank hold SLQD as of Q4 2025.

  • Cerity Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 3,964 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $201K.
  • Cerity Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Cerity Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $201K 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 Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.