LMKC
SLQD icon

L.M. Kohn & Company’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

L.M. Kohn & Company’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 		$245K Sell
4,815
-900
-16% -$45.5K 0.29% 100
2025
Q2 		$289K Buy
+5,715
New +$287K 0.08% 213

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 $3.62B AUM 21.35% 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

L.M. Kohn & Company's SLQD Position: Q3 2025 in Review

L.M. Kohn & Company reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 16% in Q3 2025, selling an estimated $45.5K and leaving 4,815 shares worth $245K. The position accounts for 0.29% of the portfolio, ranked #100.

L.M. Kohn & Company first reported a position in SLQD in Q2 2025 and has held it in 2 quarters since. The position peaked at $289K in Q2 2025. 242 funds tracked by Wall St. Rank hold SLQD as of Q3 2025.

  • L.M. Kohn & Company held 4,815 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $245K as of Q3 2025.
  • L.M. Kohn & Company sold 900 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $45.5K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.29% of L.M. Kohn & Company's portfolio in Q3 2025, its #100 holding.
  • L.M. Kohn & Company first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • L.M. Kohn & Company's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $289K in Q2 2025.
  • 242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.