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

Fonville 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	$2.8M	Sell	55,530 -2,773	-5%	-$141K	0.53%	42
2025 Q4	$2.96M	Buy	58,303 +2,020	+4%	+$103K	0.6%	40
2025 Q3	$2.86M	Buy	56,283 +7,449	+15%	+$377K	0.64%	39
2025 Q2	$2.47M	Sell	48,834 -4,158	-8%	-$209K	0.63%	39
2025 Q1	$2.67M	Buy	52,992 +6,091	+13%	+$304K	0.79%	35
2024 Q4	$2.33M	Buy	46,901 +7,688	+20%	+$384K	0.77%	36
2024 Q3	$1.98M	Buy	39,213 +945	+2%	+$47.1K	0.68%	38
2024 Q2	$1.88M	Sell	38,268 -128	-0.3%	-$6.28K	0.75%	38
2024 Q1	$1.89M	Buy	38,396 +1,413	+4%	+$69.4K	0.84%	37
2023 Q4	$1.82M	Buy	+36,983	New	+$1.79M	0.97%	36

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