Pathway Financial Advisers’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Pathway Financial Advisers’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	–	Sell	-187	Closed	-$9.3K	–	365
2024 Q4	$9.3K	Hold	187	–	–	﹤0.01%	362
2024 Q3	$9.43K	Hold	187	–	–	﹤0.01%	298
2024 Q2	$9.21K	Hold	187	–	–	﹤0.01%	348
2024 Q1	$9.2K	Hold	187	–	–	﹤0.01%	354
2023 Q4	$9.2K	Hold	187	–	–	﹤0.01%	369
2023 Q3	$8.97K	Buy	+187	New	+$9K	﹤0.01%	373
2023 Q1	$9.1K	Sell	188 -320	-63%	-$15.4K	﹤0.01%	397
2022 Q4	$24.3K	Buy	+508	New	+$24.2K	0.01%	309

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

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

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

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

Pathway Financial Advisers's SLQD Position: Q1 2025 in Review

Pathway Financial Advisers sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2025, closing a stake of 187 shares — an estimated $9.3K sold.

Pathway Financial Advisers first reported a position in SLQD in Q4 2022 and held it in 8 quarters. The position peaked at $24.3K in Q4 2022. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2025.

Pathway Financial Advisers reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 187 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $9.3K.
Pathway Financial Advisers first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
Pathway Financial Advisers's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $24.3K in Q4 2022.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.