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

NorthRock Partners’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 Q2	–	Sell	-1,633	Closed	-$82.1K	–	889
2025 Q1	$82.1K	Sell	1,633 -2,233	-58%	-$112K	﹤0.01%	644
2024 Q4	$192K	Buy	3,866 +50	+1%	+$2.5K	0.01%	571
2024 Q3	$192K	Sell	3,816 -280	-7%	-$14K	0.01%	609
2024 Q2	$202K	Sell	4,096 -13,125	-76%	-$644K	0.01%	574
2024 Q1	$848K	Buy	17,221 +4,664	+37%	+$229K	0.03%	229
2023 Q4	$618K	Buy	12,557 +3,364	+37%	+$163K	0.03%	269
2023 Q3	$441K	Buy	+9,193	New	+$442K	0.05%	175

Other funds holding SLQD

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FMII

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

WIA

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

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

MCM

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

NorthRock Partners's SLQD Position: Q2 2025 in Review

NorthRock Partners sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2025, closing a stake of 1,633 shares — an estimated $82.1K sold.

NorthRock Partners first reported a position in SLQD in Q3 2023 and held it in 7 quarters. The position peaked at $848K in Q1 2024. 245 funds tracked by Wall St. Rank hold SLQD as of Q2 2025.

NorthRock Partners reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 1,633 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $82.1K.
NorthRock Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
NorthRock Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $848K in Q1 2024.
245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.