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

EPG Wealth Management’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	$1.87K	Hold	37	–	–	﹤0.01%	313
2025 Q4	$1.88K	Hold	37	–	–	﹤0.01%	310
2025 Q3	$1.88K	Hold	37	–	–	﹤0.01%	310
2025 Q2	$1.87K	Hold	37	–	–	﹤0.01%	305
2025 Q1	$1.86K	Hold	37	–	–	﹤0.01%	409
2024 Q4	$1.84K	Hold	37	–	–	﹤0.01%	416
2024 Q3	$1.87K	Buy	+37	New	+$1.85K	﹤0.01%	412
2024 Q2	–	Sell	-37	Closed	-$1.81K	–	434
2024 Q1	$1.82K	Hold	37	–	–	﹤0.01%	434
2023 Q4	$1.81K	Hold	37	–	–	﹤0.01%	413
2023 Q3	$1.78K	Hold	37	–	–	﹤0.01%	409
2023 Q2	$1.78K	Hold	37	–	–	﹤0.01%	400
2023 Q1	$1.79K	Buy	+37	New	+$1.78K	﹤0.01%	406

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