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

NDWM LLC’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	$6.5M	Buy	128,722 +92,823	+259%	+$4.71M	4.21%	7
2025 Q4	$1.82M	Buy	35,899 +5,140	+17%	+$261K	1.2%	16
2025 Q3	$1.56M	Buy	30,759 +1,721	+6%	+$87.1K	1.06%	17
2025 Q2	$1.47M	Sell	29,038 -369	-1%	-$18.5K	1.08%	17
2025 Q1	$1.48M	Buy	29,407 +10,722	+57%	+$536K	1.45%	13
2024 Q4	$929K	Sell	18,685 -10,404	-36%	-$519K	0.78%	17
2024 Q3	$1.47M	Sell	29,089 -877	-3%	-$43.8K	1.21%	14
2024 Q2	$1.48M	Sell	29,966 -3,093	-9%	-$152K	1.31%	13
2024 Q1	$1.63M	Sell	33,059 -2,358	-7%	-$116K	1.48%	12
2023 Q4	$1.74M	Buy	+35,417	New	+$1.71M	1.68%	10

Other funds holding SLQD

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

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

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

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

MCM

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

WIA

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

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

NDWM LLC's SLQD Position: Q1 2026 in Review

NDWM LLC increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 259% in Q1 2026, buying an estimated $4.71M and bringing the position to 128,722 shares worth $6.5M. The position accounts for 4.21% of the portfolio, ranked #7.

NDWM LLC first reported a position in SLQD in Q4 2023 and has held it in 10 quarters since. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

NDWM LLC held 128,722 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $6.5M as of Q1 2026.
NDWM LLC bought 92,823 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.71M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 4.21% of NDWM LLC's portfolio in Q1 2026, its #7 holding.
NDWM LLC first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on NDWM LLC's 13F filing for Q1 2026, filed 27 Apr 2026.