Cosner Financial Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Cosner Financial Group’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	$1.64M	Hold	32,565	–	–	0.9%	17
2025 Q4	$1.65M	Sell	32,565 -2,179	-6%	-$111K	0.84%	18
2025 Q3	$1.77M	Hold	34,744	–	–	0.95%	16
2025 Q2	$1.76M	Hold	34,744	–	–	0.98%	18
2025 Q1	$1.75M	Buy	34,744 +78	+0.2%	+$3.9K	1.07%	15
2024 Q4	$1.72M	Hold	34,666	–	–	1.09%	15
2024 Q3	$1.75M	Hold	34,666	–	–	1.13%	15
2024 Q2	$1.71M	Sell	34,666 -7,875	-19%	-$386K	1.21%	14
2024 Q1	$2.09M	Hold	42,541	–	–	1.5%	14
2023 Q4	$2.09M	Sell	42,541 -2,035	-5%	-$98.4K	1.77%	13
2023 Q3	$2.14M	Sell	44,576 -1	-0%	-$48	1.89%	14
2023 Q2	$2.15M	Buy	+44,577	New	+$2.16M	1.77%	15

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