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

One Wealth 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	$331K	Sell	6,551 -268	-4%	-$13.6K	0.04%	235
2025 Q4	$346K	Sell	6,819 -8,976	-57%	-$455K	0.04%	214
2025 Q3	$803K	Sell	15,795 -153	-1%	-$7.74K	0.1%	113
2025 Q2	$807K	Sell	15,948 -980	-6%	-$49.2K	0.11%	107
2025 Q1	$851K	Buy	+16,928	New	+$846K	0.13%	103
2023 Q1	–	Sell	-2,899	Closed	-$139K	–	532
2022 Q4	$139K	Buy	+2,899	New	+$138K	0.03%	247
2022 Q3	–	Sell	-4,209	Closed	-$204K	–	208
2022 Q2	$204K	Buy	+4,209	New	+$205K	0.05%	182
2021 Q3	–	Sell	-26,904	Closed	-$1.39M	–	232
2021 Q2	$1.39M	Buy	26,904 +15,230	+130%	+$790K	0.44%	36
2021 Q1	$604K	Buy	+11,674	New	+$607K	0.23%	53

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