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

New England Asset 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
2026 Q1	–	Sell	-100	Closed	-$5.07K	–	119
2025 Q4	$5.07K	Hold	100	–	–	﹤0.01%	116
2025 Q3	$5.08K	Hold	100	–	–	﹤0.01%	120
2025 Q2	$5.06K	Hold	100	–	–	﹤0.01%	114
2025 Q1	$5.03K	Hold	100	–	–	﹤0.01%	115
2024 Q4	$4.97K	Hold	100	–	–	﹤0.01%	114
2024 Q3	$5.04K	Hold	100	–	–	﹤0.01%	115
2024 Q2	$4.92K	Buy	+100	New	+$4.91K	﹤0.01%	112
2024 Q1	–	Sell	-100	Closed	-$4.92K	–	113
2023 Q4	$4.92K	Hold	100	–	–	﹤0.01%	112
2023 Q3	$4.8K	Buy	+100	New	+$4.81K	﹤0.01%	104

Other funds holding SLQD

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

LJI Wealth Management Indianapolis, Indiana $625M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return