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

Concurrent Investment Advisors’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 		$416K Buy
8,246
+2,359
+40% +$120K ﹤0.01% 1304
2025
Q4 		$298K Sell
5,887
-240
-4% -$12.2K ﹤0.01% 1412
2025
Q3 		$311K Sell
6,127
-130
-2% -$6.58K 0.01% 1134
2025
Q2 		$317K Sell
6,257
-2,989
-32% -$150K 0.01% 1043
2025
Q1 		$465K Sell
9,246
-222
-2% -$11.1K 0.01% 769
2024
Q4 		$471K Buy
9,468
+187
+2% +$9.33K 0.01% 684
2024
Q3 		$468K Buy
9,281
+378
+4% +$18.9K 0.01% 641
2024
Q2 		$438K Buy
8,903
+642
+8% +$31.5K 0.01% 634
2024
Q1 		$407K Sell
8,261
-314
-4% -$15.4K 0.02% 603
2023
Q4 		$422K Buy
+8,575
New +$414K 0.02% 536

Other funds holding SLQD

Morgan Stanley
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
LWM
LJI Wealth Management Indianapolis, Indiana $625M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return