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

Main 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
2024 Q4	–	Sell	-1	Closed	–	–	139
2024 Q3	$0	Hold	1	–	–	﹤0.01%	148
2024 Q2	$0	Sell	1 -132,238	-100%	-$6.49M	﹤0.01%	154
2024 Q1	$6.51M	Buy	132,239 +5,700	+5%	+$280K	0.56%	31
2023 Q4	$6.23M	Buy	+126,539	New	+$6.12M	0.61%	28
2022 Q2	–	Sell	-805	Closed	-$40K	–	144
2022 Q1	$40K	Sell	805 -68,239	-99%	-$3.42M	﹤0.01%	121
2021 Q4	$3.52M	Buy	69,044 +10,367	+18%	+$531K	0.35%	46
2021 Q3	$3.03M	Sell	58,677 -23,093	-28%	-$1.2M	0.33%	47
2021 Q2	$4.24M	Sell	81,770 -34,486	-30%	-$1.79M	0.46%	39
2021 Q1	$6.02M	Buy	116,256 +46,773	+67%	+$2.43M	0.67%	32
2020 Q4	$3.63M	Buy	69,483 +3,280	+5%	+$171K	0.46%	37
2020 Q3	$3.45M	Buy	+66,203	New	+$3.45M	0.48%	38

Other funds holding SLQD

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

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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WIA

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Main Management's SLQD Position: Q4 2024 in Review

Main Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2024, closing a stake of 1 share.

Main Management first reported a position in SLQD in Q3 2020 and held it in 11 quarters. The position peaked at $6.51M in Q1 2024. 247 funds tracked by Wall St. Rank hold SLQD as of Q4 2024.

Main Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Main Management sold 1 iShares 0-5 Year Investment Grade Corporate Bond ETF share in Q4 2024.
Main Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 11 quarters.
Main Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $6.51M in Q1 2024.
247 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Main Management's 13F filing for Q4 2024, filed 14 Feb 2025.