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

Creative Planning’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	-6,044	Closed	-$301K	–	3695
2024 Q4	$301K	Buy	+6,044	New	+$302K	﹤0.01%	2665
2022 Q4	–	Sell	-9,959	Closed	-$472K	–	2599
2022 Q3	$472K	Hold	9,959	–	–	﹤0.01%	1372
2022 Q2	$483K	Buy	9,959 +2,952	+42%	+$144K	﹤0.01%	1339
2022 Q1	$346K	Buy	+7,007	New	+$351K	﹤0.01%	1537
2018 Q2	–	Sell	-182,499	Closed	-$9.08M	–	2162
2018 Q1	$9.08M	Buy	+182,499	New	+$9.1M	0.04%	157
2017 Q3	–	Sell	-1,000	Closed	-$51K	–	3425
2017 Q2	$51K	Hold	1,000	–	–	﹤0.01%	2496
2017 Q1	$50K	Buy	+1,000	New	+$50.3K	﹤0.01%	2479

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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 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

Creative Planning's SLQD Position: Q1 2025 in Review

Creative Planning sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2025, closing a stake of 6,044 shares — an estimated $301K sold.

Creative Planning first reported a position in SLQD in Q1 2017 and held it in 7 quarters. The position peaked at $9.08M in Q1 2018. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2025.

Creative Planning reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 6,044 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $301K.
Creative Planning first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2017 and held it in 7 quarters.
Creative Planning's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $9.08M in Q1 2018.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.