Chesley Taft & Associates’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Chesley Taft & Associates’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 Q1	–	Sell	-5,700	Closed	-$289K	–	389
2025 Q4	$289K	Hold	5,700	–	–	0.01%	331
2025 Q3	$290K	Hold	5,700	–	–	0.01%	311
2025 Q2	$288K	Hold	5,700	–	–	0.01%	301
2025 Q1	$287K	Hold	5,700	–	–	0.01%	299
2024 Q4	$284K	Hold	5,700	–	–	0.01%	294
2024 Q3	$287K	Hold	5,700	–	–	0.01%	291
2024 Q2	$281K	Hold	5,700	–	–	0.01%	286
2024 Q1	$281K	Buy	+5,700	New	+$280K	0.01%	286

Other funds holding SLQD

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

LJI Wealth Management Indianapolis, Indiana $625M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return