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SLQD icon

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

PFG 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 		$8.29M Buy
+164,186
New +$8.32M 0.4% 56
2023
Q1 		– Sell
-29,316
Closed -$1.4M – 649
2022
Q4 		$1.4M Buy
29,316
+992
+4% +$47.2K 0.14% 194
2022
Q3 		$1.34M Buy
28,324
+13,898
+96% +$673K 0.15% 174
2022
Q2 		$699K Sell
14,426
-1,429
-9% -$69.6K 0.08% 213
2022
Q1 		$783K Buy
15,855
+510
+3% +$25.6K 0.08% 228
2021
Q4 		$783K Buy
15,345
+115
+0.8% +$5.89K 0.08% 292
2021
Q3 		$787K Buy
+15,230
New +$789K 0.09% 280

Other funds holding SLQD

Morgan Stanley
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
LWM
LJI Wealth Management Indianapolis, Indiana $625M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return