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

Kiker Wealth 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
Q4 		– Sell
-27
Closed -$1.37K – 165
2025
Q3 		$1.37K Buy
+27
New +$1.37K ﹤0.01% 207

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
BI
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

Kiker Wealth Management's SLQD Position: Q4 2025 in Review

Kiker Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2025, closing a stake of 27 shares — an estimated $1.37K sold.

Kiker Wealth Management first reported a position in SLQD in Q3 2025 and held it in 1 quarter. The position peaked at $1.37K in Q3 2025. 253 funds tracked by Wall St. Rank hold SLQD as of Q4 2025.

  • Kiker Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 27 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $1.37K.
  • Kiker Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Kiker Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.37K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Kiker Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.