Lindbrook Capital’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Lindbrook Capital’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 Q1	$54.8K	Hold	1,090	–	–	0.01%	963
2024 Q4	$54.2K	Hold	1,090	–	–	﹤0.01%	784
2024 Q3	$55K	Hold	1,090	–	–	﹤0.01%	780
2024 Q2	$53.7K	Hold	1,090	–	–	0.01%	765
2024 Q1	$53.6K	Hold	1,090	–	–	0.01%	762
2023 Q4	$53.6K	Hold	1,090	–	–	0.01%	728
2023 Q3	$52.3K	Hold	1,090	–	–	0.01%	670
2023 Q2	$52.5K	Hold	1,090	–	–	0.01%	703
2023 Q1	$52.8K	Sell	1,090 -176	-14%	-$8.47K	0.01%	672
2022 Q4	$60.6K	Hold	1,266	–	–	0.01%	624
2022 Q3	$60K	Sell	1,266 -55	-4%	-$2.66K	0.01%	585
2022 Q2	$64K	Sell	1,321 -150	-10%	-$7.31K	0.01%	575
2022 Q1	$73K	Sell	1,471 -1,000	-40%	-$50.1K	0.01%	565
2021 Q4	$126K	Buy	+2,471	New	+$127K	0.02%	435
2020 Q4	–	Sell	-968	Closed	-$50K	–	1863
2020 Q3	$50K	Buy	+968	New	+$50.5K	0.01%	359

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMII

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Lindbrook Capital's SLQD Position: Q1 2025 in Review

Lindbrook Capital held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q1 2025 at 1,090 shares worth $54.8K. The position accounts for 0.01% of the portfolio, ranked #963.

Lindbrook Capital first reported a position in SLQD in Q3 2020 and has held it in 15 quarters since. The position peaked at $126K in Q4 2021. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2025.

Lindbrook Capital held 1,090 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $54.8K as of Q1 2025.
Lindbrook Capital left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2025.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #963 holding.
Lindbrook Capital first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 15 quarters since.
Lindbrook Capital's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $126K in Q4 2021.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.