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

GC Wealth Management RIA’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	–	Sell	-16,156	Closed	-$819K	–	554
2025 Q4	$819K	Sell	16,156 -1,111	-6%	-$56.4K	0.03%	264
2025 Q3	$878K	Sell	17,267 -329	-2%	-$16.6K	0.03%	378
2025 Q2	$890K	Buy	17,596 +1,669	+10%	+$83.8K	0.07%	221
2025 Q1	$801K	Buy	15,927 +7,889	+98%	+$394K	0.15%	132
2024 Q4	$400K	Sell	8,038 -29	-0.4%	-$1.45K	0.07%	203
2024 Q3	$407K	Buy	8,067 +889	+12%	+$44.4K	0.07%	216
2024 Q2	$354K	Buy	7,178 +664	+10%	+$32.6K	0.07%	208
2024 Q1	$321K	Buy	6,514 +1,647	+34%	+$80.9K	0.06%	214
2023 Q4	$239K	Buy	+4,867	New	+$235K	0.11%	189

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