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

Cornell Pochily 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
2025
Q1 		– Sell
-5,384
Closed -$268K – 173
2024
Q4 		$268K Buy
5,384
+58
+1% +$2.9K 0.09% 145
2024
Q3 		$269K Sell
5,326
-157
-3% -$7.83K 0.09% 153
2024
Q2 		$270K Sell
5,483
-845
-13% -$41.4K 0.1% 141
2024
Q1 		$311K Sell
6,328
-272
-4% -$13.4K 0.12% 135
2023
Q4 		$325K Sell
6,600
-1,124
-15% -$54.3K 0.13% 140
2023
Q3 		$371K Sell
7,724
-62
-0.8% -$2.98K 0.16% 127
2023
Q2 		$375K Buy
7,786
+40
+0.5% +$1.93K 0.15% 131
2023
Q1 		$376K Buy
7,746
+23
+0.3% +$1.11K 0.16% 129
2022
Q4 		$370K Sell
7,723
-677
-8% -$32.2K 0.17% 126
2022
Q3 		$398K Buy
8,400
+33
+0.4% +$1.6K 0.17% 120
2022
Q2 		$405K Sell
8,367
-1,773
-17% -$86.4K 0.18% 125
2022
Q1 		$501K Sell
10,140
-159
-2% -$7.97K 0.2% 112
2021
Q4 		$526K Buy
10,299
+558
+6% +$28.6K 0.2% 105
2021
Q3 		$503K Buy
9,741
+1,881
+24% +$97.4K 0.22% 103
2021
Q2 		$407K Buy
7,860
+912
+13% +$47.3K 0.18% 119
2021
Q1 		$360K Buy
6,948
+3,126
+82% +$162K 0.17% 118
2020
Q4 		$200K Buy
+3,822
New +$199K 0.1% 147

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 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

Cornell Pochily Investment Advisors's SLQD Position: Q1 2025 in Review

Cornell Pochily Investment Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2025, closing a stake of 5,384 shares — an estimated $268K sold.

Cornell Pochily Investment Advisors first reported a position in SLQD in Q4 2020 and held it in 17 quarters. The position peaked at $526K in Q4 2021. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2025.

  • Cornell Pochily Investment Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Cornell Pochily Investment Advisors sold 5,384 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $268K.
  • Cornell Pochily Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 17 quarters.
  • Cornell Pochily Investment Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $526K in Q4 2021.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Cornell Pochily Investment Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.