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

JFS Wealth 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 Q4	–	Hold	0	–	–	–	1910
2025 Q3	–	Sell	-2,656	Closed	-$134K	–	1886
2025 Q2	$134K	Buy	2,656 +27	+1%	+$1.35K	0.01%	338
2025 Q1	$132K	Buy	+2,629	New	+$131K	0.01%	342

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

JFS Wealth Advisors's SLQD Position: Q4 2025 in Review

JFS Wealth Advisors held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q4 2025 at 0 shares worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

JFS Wealth Advisors first reported a position in SLQD in Q1 2025 and has held it in 2 quarters since. The position peaked at $134K in Q2 2025. 253 funds tracked by Wall St. Rank hold SLQD as of Q4 2025.

JFS Wealth Advisors held 0 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $21 as of Q4 2025.
JFS Wealth Advisors left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q4 2025.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q4 2025, its #1910 holding.
JFS Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 2 quarters since.
JFS Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $134K in Q2 2025.
253 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.