MA
SLQD icon

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

Mutual Advisors’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 		$1.04M Sell
20,512
-747
-4% -$37.9K 0.02% 590
2025
Q4 		$1.08M Hold
21,259
– – 0.02% 554
2025
Q3 		$1.08M Buy
21,259
+1,450
+7% +$73.4K 0.02% 544
2025
Q2 		$1,000K Buy
19,809
+3,352
+20% +$168K 0.03% 517
2025
Q1 		$828K Sell
16,457
-1,263
-7% -$63.1K 0.02% 517
2024
Q4 		$883K Sell
17,720
-48
-0.3% -$2.4K 0.03% 522
2024
Q3 		$888K Sell
17,768
-267
-1% -$13.3K 0.03% 520
2024
Q2 		$896K Sell
18,035
-1,303
-7% -$63.9K 0.03% 515
2024
Q1 		$952K Buy
19,338
+1,032
+6% +$50.7K 0.03% 488
2023
Q4 		$901K Buy
18,306
+691
+4% +$33.4K 0.03% 487
2023
Q3 		$845K Buy
17,615
+13
+0.1% +$625 0.03% 467
2023
Q2 		$849K Buy
+17,602
New +$851K 0.03% 483

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