LFG
SLQD icon

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

Larson Financial Group’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 		$9.69K Hold
192
– – ﹤0.01% 2272
2025
Q4 		$9.73K Hold
192
– – ﹤0.01% 2131
2025
Q3 		$9.76K Hold
192
– – ﹤0.01% 2026
2025
Q2 		$9.71K Hold
192
– – ﹤0.01% 1820
2025
Q1 		$9.65K Hold
192
– – ﹤0.01% 1650
2024
Q4 		$9.55K Hold
192
– – ﹤0.01% 1502
2024
Q3 		$9.68K Sell
192
-181
-49% -$9.03K ﹤0.01% 1490
2024
Q2 		$18.4K Buy
+373
New +$18.3K ﹤0.01% 1078

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 $625M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return