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

Prime Capital Investment 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
2025 Q3	–	Sell	-5,315	Closed	-$269K	–	1061
2025 Q2	$269K	Sell	5,315 -735	-12%	-$36.9K	﹤0.01%	801
2025 Q1	$304K	Sell	6,050 -660	-10%	-$33K	﹤0.01%	833
2024 Q4	$334K	Sell	6,710 -728	-10%	-$36.3K	﹤0.01%	695
2024 Q3	$375K	Sell	7,438 -1,992	-21%	-$99.4K	0.01%	663
2024 Q2	$464K	Sell	9,430 -3,627	-28%	-$178K	0.01%	594
2024 Q1	$643K	Buy	+13,057	New	+$642K	0.01%	556

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

WIA

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prime Capital Investment Advisors's SLQD Position: Q3 2025 in Review

Prime Capital Investment Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2025, closing a stake of 5,315 shares — an estimated $269K sold.

Prime Capital Investment Advisors first reported a position in SLQD in Q1 2024 and held it in 6 quarters. The position peaked at $643K in Q1 2024. 242 funds tracked by Wall St. Rank hold SLQD as of Q3 2025.

Prime Capital Investment Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Prime Capital Investment Advisors sold 5,315 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $269K.
Prime Capital Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 6 quarters.
Prime Capital Investment Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $643K in Q1 2024.
242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.