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

Eldridge 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
2024 Q4	–	Sell	-5,104	Closed	-$257K	–	152
2024 Q3	$257K	Buy	+5,104	New	+$255K	0.06%	138
2023 Q2	–	Sell	-30,924	Closed	-$1.5M	–	150
2023 Q1	$1.5M	Sell	30,924 -11,444	-27%	-$551K	0.52%	43
2022 Q4	$2.03M	Buy	+42,368	New	+$2.02M	0.71%	34
2022 Q1	–	Sell	-5,880	Closed	-$300K	–	134
2021 Q4	$300K	Hold	5,880	–	–	0.1%	105
2021 Q3	$304K	Hold	5,880	–	–	0.11%	97
2021 Q2	$304K	Hold	5,880	–	–	0.11%	92
2021 Q1	$304K	Hold	5,880	–	–	0.12%	89
2020 Q4	$307K	Hold	5,880	–	–	0.13%	83
2020 Q3	$306K	Hold	5,880	–	–	0.14%	74
2020 Q2	$306K	Hold	5,880	–	–	0.15%	74
2020 Q1	$294K	Hold	5,880	–	–	0.17%	69
2019 Q4	$300K	Hold	5,880	–	–	0.15%	76
2019 Q3	$300K	Hold	5,880	–	–	0.15%	69
2019 Q2	$299K	Hold	5,880	–	–	0.16%	64
2019 Q1	$297K	Hold	5,880	–	–	0.16%	63
2018 Q4	$291K	Sell	5,880 -11,120	-65%	-$549K	0.18%	59
2018 Q3	$842K	Buy	+17,000	New	+$844K	0.54%	28

Other funds holding SLQD

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

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

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return

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

FMII

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Eldridge Investment Advisors's SLQD Position: Q4 2024 in Review

Eldridge Investment Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2024, closing a stake of 5,104 shares — an estimated $257K sold.

Eldridge Investment Advisors first reported a position in SLQD in Q3 2018 and held it in 17 quarters. The position peaked at $2.03M in Q4 2022. 247 funds tracked by Wall St. Rank hold SLQD as of Q4 2024.

Eldridge Investment Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Eldridge Investment Advisors sold 5,104 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $257K.
Eldridge Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and held it in 17 quarters.
Eldridge Investment Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.03M in Q4 2022.
247 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Eldridge Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.