Jones Financial Companies

Jones Financial Companies’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Jones Financial Companies’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	$2.86M	Sell	56,781 -2,830	-5%	-$143K	﹤0.01%	1287
2025 Q4	$3.02M	Buy	59,611 +10,485	+21%	+$532K	﹤0.01%	812
2025 Q3	$2.49M	Sell	49,126 -30,157	-38%	-$1.53M	﹤0.01%	785
2025 Q2	$4.01M	Buy	79,283 +26,581	+50%	+$1.33M	﹤0.01%	550
2025 Q1	$2.65M	Buy	52,702 +21,665	+70%	+$1.08M	﹤0.01%	582
2024 Q4	$1.54M	Buy	31,037 +30,010	+2,922%	+$1.5M	﹤0.01%	630
2024 Q3	$51.8K	Buy	1,027 +780	+316%	+$38.9K	﹤0.01%	1622
2024 Q2	$12.2K	Buy	+247	New	+$12.1K	﹤0.01%	1698

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