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

EP Wealth 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 Q2	$145K	Buy	+2,861	New	+$144K	﹤0.01%	1325

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

EP Wealth Advisors's SLQD Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2025: 2,861 shares worth $145K. The stake represents ﹤0.01% of the portfolio and ranks #1325 among its holdings.

245 funds tracked by Wall St. Rank hold SLQD as of Q2 2025.

EP Wealth Advisors held 2,861 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $145K as of Q2 2025.
iShares 0-5 Year Investment Grade Corporate Bond ETF was a new EP Wealth Advisors position in Q2 2025.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1325 holding.
245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.