NS
SLQD icon

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

NBC Securities’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 		$19.9K Buy
394
+1
+0.3% +$51 ﹤0.01% 1709
2025
Q4 		$19.9K Sell
393
-64
-14% -$3.25K ﹤0.01% 1775
2025
Q3 		$23.3K Buy
457
+2
+0.4% +$101 ﹤0.01% 1675
2025
Q2 		$23K Sell
455
-181
-28% -$9.08K ﹤0.01% 1664
2025
Q1 		$32K Buy
+636
New +$31.8K ﹤0.01% 1306
2024
Q4 		– Sell
-2,029
Closed -$102K – 1943
2024
Q3 		$102K Sell
2,029
-2,165
-52% -$108K 0.01% 977
2024
Q2 		$206K Sell
4,194
-4,033
-49% -$198K 0.02% 743
2024
Q1 		$414K Sell
8,227
-2,717
-25% -$133K 0.04% 504
2023
Q4 		$538K Sell
10,944
-9,587
-47% -$463K 0.05% 393
2023
Q3 		$985K Buy
+20,531
New +$988K 0.11% 187

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