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

Clune & 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 Q2	$691K	Sell	13,727 -7,366	-35%	-$371K	0.1%	99
2026 Q1	$1.07M	Sell	21,093 -3,290	-13%	-$167K	0.2%	85
2025 Q4	$1.24M	Buy	24,383 +2,475	+11%	+$126K	0.27%	81
2025 Q3	$1.11M	Buy	21,908 +217	+1%	+$11K	0.28%	81
2025 Q2	$1.1M	Sell	21,691 -281	-1%	-$14.1K	0.3%	73
2025 Q1	$1.1M	Buy	21,972 +8	+0%	+$400	0.34%	71
2024 Q4	$1.09M	Buy	+21,964	New	+$1.1M	0.36%	70

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return