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Christopher J. Hasenberg’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Christopher J. Hasenberg’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 		$32K Hold
632
– – 0.01% 94
2025
Q1 		$31.7K Hold
632
– – 0.01% 66
2024
Q4 		$31.4K Hold
632
– – 0.01% 61
2024
Q3 		$31.6K Hold
632
– – 0.01% 62
2024
Q2 		$31.1K Hold
632
– – 0.01% 54
2024
Q1 		$31.1K Buy
+632
New +$31.1K 0.02% 44

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
BI
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
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

Christopher J. Hasenberg's SLQD Position: Q2 2025 in Review

Christopher J. Hasenberg held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2025 at 632 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #94.

Christopher J. Hasenberg first reported a position in SLQD in Q1 2024 and has held it in 6 quarters since. 245 funds tracked by Wall St. Rank hold SLQD as of Q2 2025.

  • Christopher J. Hasenberg held 632 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $32K as of Q2 2025.
  • Christopher J. Hasenberg left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2025.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Christopher J. Hasenberg's portfolio in Q2 2025, its #94 holding.
  • Christopher J. Hasenberg first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.