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Measured Wealth Private Client Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Measured Wealth Private Client 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
2025
Q4 		– Sell
-403
Closed -$20.5K – 774
2025
Q3 		$20.5K Buy
+403
New +$20.4K 0.01% 470
2018
Q4 		– Sell
-200
Closed -$10K – 599
2018
Q3 		$10K Buy
+200
New +$9.93K 0.01% 622

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

Measured Wealth Private Client Group's SLQD Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2025, closing a stake of 403 shares — an estimated $20.5K sold.

Measured Wealth Private Client Group first reported a position in SLQD in Q3 2018 and held it in 2 quarters. The position peaked at $20.5K in Q3 2025. 253 funds tracked by Wall St. Rank hold SLQD as of Q4 2025.

  • Measured Wealth Private Client Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 403 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $20.5K.
  • Measured Wealth Private Client Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and held it in 2 quarters.
  • Measured Wealth Private Client Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $20.5K 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 Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.