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SLQD icon

Orion Portfolio Solutions’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Orion Portfolio Solutions’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
Q1 		$318K Sell
6,320
-15,091
-70% -$754K ﹤0.01% 1598
2024
Q4 		$1.06M Sell
21,411
-4,886
-19% -$244K 0.01% 1021
2024
Q3 		$1.33M Buy
26,297
+11,365
+76% +$567K 0.01% 900
2024
Q2 		$735K Sell
14,932
-48,549
-76% -$2.38M 0.01% 1130
2024
Q1 		$3.12M Buy
63,481
+7,076
+13% +$348K 0.03% 459
2023
Q4 		$2.77M Buy
56,405
+45,281
+407% +$2.19M 0.03% 479
2023
Q3 		$534K Buy
11,124
+4,297
+63% +$207K 0.01% 1180
2023
Q2 		$329K Buy
+6,827
New +$330K ﹤0.01% 1371
2023
Q1 		– Sell
-11,504
Closed -$551K – 1606
2022
Q4 		$551K Buy
11,504
+1,513
+15% +$72.1K 0.02% 474
2022
Q3 		$474K Buy
+9,991
New +$484K 0.02% 432
2022
Q1 		– Sell
-14,499
Closed -$740K – 750
2021
Q4 		$740K Buy
14,499
+681
+5% +$34.9K 0.02% 334
2021
Q3 		$714K Sell
13,818
-100
-0.7% -$5.18K 0.03% 319
2021
Q2 		$721K Sell
13,918
-608
-4% -$31.5K 0.03% 281
2021
Q1 		$752K Sell
14,526
-156
-1% -$8.11K 0.03% 245
2020
Q4 		$767K Sell
14,682
-995
-6% -$51.8K 0.04% 232
2020
Q3 		$817K Buy
+15,677
New +$818K 0.04% 206

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
BI
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
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

Orion Portfolio Solutions's SLQD Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 70% in Q1 2025, selling an estimated $754K and leaving 6,320 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Orion Portfolio Solutions first reported a position in SLQD in Q3 2020 and has held it in 16 quarters since. The position peaked at $3.12M in Q1 2024. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2025.

  • Orion Portfolio Solutions held 6,320 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $318K as of Q1 2025.
  • Orion Portfolio Solutions sold 15,091 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $754K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1598 holding.
  • Orion Portfolio Solutions first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 16 quarters since.
  • Orion Portfolio Solutions's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.12M in Q1 2024.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.