D.A. Davidson & Co’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

D.A. Davidson & Co’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	-5,992	Closed	-$298K	–	1487
2024 Q4	$298K	Buy	5,992 +8	+0.1%	+$399	﹤0.01%	1204
2024 Q3	$302K	Buy	+5,984	New	+$299K	﹤0.01%	1181
2017 Q3	–	Sell	-34,424	Closed	-$1.74M	–	1853
2017 Q2	$1.74M	Buy	34,424 +18,731	+119%	+$946K	0.04%	340
2017 Q1	$791K	Buy	15,693 +13,715	+693%	+$690K	0.02%	493
2016 Q4	$99K	Buy	+1,978	New	+$99.7K	﹤0.01%	1309

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 $3.62B AUM 21.35% 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

D.A. Davidson & Co's SLQD Position: Q1 2025 in Review

D.A. Davidson & Co sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2025, closing a stake of 5,992 shares — an estimated $298K sold.

D.A. Davidson & Co first reported a position in SLQD in Q4 2016 and held it in 5 quarters. The position peaked at $1.74M in Q2 2017. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2025.

D.A. Davidson & Co reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
D.A. Davidson & Co sold 5,992 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $298K.
D.A. Davidson & Co first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 5 quarters.
D.A. Davidson & Co's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.74M in Q2 2017.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on D.A. Davidson & Co's 13F filing for Q1 2025, filed 28 Apr 2025.