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

Freedom Investment 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
2025
Q3 		– Sell
-12,019
Closed -$608K – 605
2025
Q2 		$608K Sell
12,019
-3,582
-23% -$180K 0.05% 380
2025
Q1 		$784K Sell
15,601
-929
-6% -$46.4K 0.07% 304
2024
Q4 		$822K Sell
16,530
-2,109
-11% -$105K 0.07% 291
2024
Q3 		$940K Sell
18,639
-4,283
-19% -$214K 0.07% 260
2024
Q2 		$1.13M Sell
22,922
-2,241
-9% -$110K 0.09% 208
2024
Q1 		$1.24M Sell
25,163
-1,207
-5% -$59.3K 0.1% 193
2023
Q4 		$1.3M Sell
26,370
-2,202
-8% -$106K 0.11% 178
2023
Q3 		$1.37M Sell
28,572
-323
-1% -$15.5K 0.17% 139
2023
Q2 		$1.39M Sell
28,895
-2,210
-7% -$107K 0.16% 156
2023
Q1 		$1.51M Sell
31,105
-86,342
-74% -$4.16M 0.17% 160
2022
Q4 		$5.62M Buy
117,447
+20,668
+21% +$984K 0.63% 18
2022
Q3 		$4.59M Sell
96,779
-4,150
-4% -$201K 0.53% 34
2022
Q2 		$4.89M Sell
100,929
-13,130
-12% -$640K 0.52% 35
2022
Q1 		$5.63M Sell
114,059
-56,100
-33% -$2.81M 0.5% 36
2021
Q4 		$8.69M Buy
+170,159
New +$8.72M 0.64% 20
2020
Q2 		– Sell
-94,143
Closed -$4.83M – 674
2020
Q1 		$4.83M Sell
94,143
-13,691
-13% -$694K 0.43% 50
2019
Q4 		$5.5M Sell
107,834
-12,009
-10% -$613K 0.48% 38
2019
Q3 		$6.13M Sell
119,843
-16,950
-12% -$864K 0.53% 29
2019
Q2 		$6.97M Sell
136,793
-13,996
-9% -$707K 0.58% 27
2019
Q1 		$7.61M Buy
150,789
+114,944
+321% +$5.75M 0.61% 22
2018
Q4 		$1.77M Buy
35,845
+10,537
+42% +$521K 0.14% 143
2018
Q3 		$1.26M Buy
25,308
+500
+2% +$24.8K 0.08% 261
2018
Q2 		$1.23M Sell
24,808
-12,245
-33% -$607K 0.07% 288
2018
Q1 		$1.84M Buy
37,053
+15,505
+72% +$773K 0.09% 194
2017
Q4 		$1.08M Sell
21,548
-638
-3% -$32.1K 0.06% 338
2017
Q3 		$1.12M Buy
22,186
+1,269
+6% +$64.2K 0.06% 296
2017
Q2 		$1.06M Buy
+20,917
New +$1.06M 0.06% 293

Other funds holding SLQD

Morgan Stanley
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
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Freedom Investment Management's SLQD Position: Q3 2025 in Review

Freedom Investment Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2025, closing a stake of 12,019 shares — an estimated $608K sold.

Freedom Investment Management first reported a position in SLQD in Q2 2017 and held it in 27 quarters. The position peaked at $8.69M in Q4 2021. 242 funds tracked by Wall St. Rank hold SLQD as of Q3 2025.

  • Freedom Investment Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 12,019 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $608K.
  • Freedom Investment Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2017 and held it in 27 quarters.
  • Freedom Investment Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $8.69M in Q4 2021.
  • 242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.