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SLQD icon

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

PrairieView 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 		$1.06M Sell
20,994
-1,328
-6% -$66.7K 0.1% 62
2025
Q1 		$1.12M Sell
22,322
-6,889
-24% -$344K 0.12% 60
2024
Q4 		$1.45M Sell
29,211
-38,895
-57% -$1.94M 0.15% 57
2024
Q3 		$3.43M Sell
68,106
-11,029
-14% -$550K 0.36% 40
2024
Q2 		$3.9M Buy
79,135
+1,232
+2% +$60.4K 0.44% 30
2024
Q1 		$3.83M Buy
77,903
+1,187
+2% +$58.3K 0.44% 31
2023
Q4 		$3.77M Buy
76,716
+22,182
+41% +$1.07M 0.47% 31
2023
Q3 		$2.62M Sell
54,534
-4,228
-7% -$203K 0.35% 35
2023
Q2 		$2.83M Buy
58,762
+2,842
+5% +$137K 0.37% 37
2023
Q1 		$2.71M Sell
55,920
-5,396
-9% -$260K 0.37% 38
2022
Q4 		$2.93M Sell
61,316
-12,509
-17% -$596K 0.43% 34
2022
Q3 		$3.5M Buy
73,825
+15,320
+26% +$742K 0.57% 29
2022
Q2 		$2.83M Sell
58,505
-6,332
-10% -$309K 0.44% 33
2022
Q1 		$3.2M Buy
64,837
+61,977
+2,167% +$3.11M 0.45% 35
2021
Q4 		$146K Buy
2,860
+2,660
+1,330% +$136K 0.02% 116
2021
Q3 		$10K Hold
200
– – ﹤0.01% 274
2021
Q2 		$10K Hold
200
– – ﹤0.01% 272
2021
Q1 		$10K Hold
200
– – ﹤0.01% 278
2020
Q4 		$10K Hold
200
– – ﹤0.01% 248
2020
Q3 		$10K Hold
200
– – ﹤0.01% 239
2020
Q2 		$10K Hold
200
– – ﹤0.01% 234
2020
Q1 		$10K Buy
+200
New +$10.1K ﹤0.01% 224

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 $445B AUM 25.58% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 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

PrairieView Partners's SLQD Position: Q2 2025 in Review

PrairieView Partners reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 5.9% in Q2 2025, selling an estimated $66.7K and leaving 20,994 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #62.

PrairieView Partners first reported a position in SLQD in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.9M in Q2 2024. 245 funds tracked by Wall St. Rank hold SLQD as of Q2 2025.

  • PrairieView Partners held 20,994 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.06M as of Q2 2025.
  • PrairieView Partners sold 1,328 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $66.7K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.1% of PrairieView Partners's portfolio in Q2 2025, its #62 holding.
  • PrairieView Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • PrairieView Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.9M in Q2 2024.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

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