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

Foundations 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	-4,879	Closed	-$243K	–	921
2024 Q4	$243K	Sell	4,879 -8,545	-64%	-$427K	﹤0.01%	724
2024 Q3	$677K	Sell	13,424 -257	-2%	-$12.8K	0.01%	442
2024 Q2	$674K	Sell	13,681 -618	-4%	-$30.3K	0.02%	430
2024 Q1	$704K	Buy	14,299 +782	+6%	+$38.4K	0.02%	393
2023 Q4	$666K	Sell	13,517 -243	-2%	-$11.7K	0.02%	375
2023 Q3	$660K	Buy	13,760 +2,655	+24%	+$128K	0.02%	342
2023 Q2	$535K	Buy	11,105 +4,368	+65%	+$211K	0.02%	351
2023 Q1	$327K	Buy	+6,737	New	+$324K	0.01%	379

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

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

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

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

Foundations Investment Advisors's SLQD Position: Q1 2025 in Review

Foundations Investment Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2025, closing a stake of 4,879 shares — an estimated $243K sold.

Foundations Investment Advisors first reported a position in SLQD in Q1 2023 and held it in 8 quarters. The position peaked at $704K in Q1 2024. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2025.

Foundations 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.
Foundations Investment Advisors sold 4,879 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $243K.
Foundations Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 8 quarters.
Foundations Investment Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $704K in Q1 2024.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.