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

Fort Washington 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
2025
Q1 		– Sell
-6,542
Closed -$325K – 406
2024
Q4 		$325K Hold
6,542
– – ﹤0.01% 348
2024
Q3 		$330K Hold
6,542
– – ﹤0.01% 356
2024
Q2 		$322K Hold
6,542
– – ﹤0.01% 356
2024
Q1 		$322K Hold
6,542
– – ﹤0.01% 357
2023
Q4 		$322K Hold
6,542
– – ﹤0.01% 346
2023
Q3 		$314K Hold
6,542
– – ﹤0.01% 338
2023
Q2 		$315K Sell
6,542
-1,800
-22% -$87K ﹤0.01% 339
2023
Q1 		$404K Hold
8,342
– – ﹤0.01% 324
2022
Q4 		$399K Sell
8,342
-1,785
-18% -$85K ﹤0.01% 330
2022
Q3 		$480K Sell
10,127
-1,875
-16% -$90.8K ﹤0.01% 322
2022
Q2 		$582K Sell
12,002
-3,025
-20% -$147K ﹤0.01% 314
2022
Q1 		$742K Sell
15,027
-900
-6% -$45.1K ﹤0.01% 343
2021
Q4 		$813K Sell
15,927
-2,270
-12% -$116K ﹤0.01% 341
2021
Q3 		$940K Sell
18,197
-1,296
-7% -$67.1K 0.01% 319
2021
Q2 		$1.01M Buy
19,493
+5,410
+38% +$281K 0.01% 318
2021
Q1 		$729K Buy
14,083
+5,255
+60% +$273K 0.01% 344
2020
Q4 		$461K Buy
+8,828
New +$460K ﹤0.01% 393
2019
Q3 		– Sell
-6,842
Closed -$349K – 521
2019
Q2 		$349K Sell
6,842
-708
-9% -$35.7K ﹤0.01% 428
2019
Q1 		$381K Buy
+7,550
New +$377K ﹤0.01% 411

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
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
BI
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
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

Fort Washington Investment Advisors's SLQD Position: Q1 2025 in Review

Fort Washington Investment Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2025, closing a stake of 6,542 shares — an estimated $325K sold.

Fort Washington Investment Advisors first reported a position in SLQD in Q1 2019 and held it in 19 quarters. The position peaked at $1.01M in Q2 2021. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2025.

  • Fort Washington Investment Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 6,542 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $325K.
  • Fort Washington Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 19 quarters.
  • Fort Washington Investment Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.01M in Q2 2021.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.