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

Principal Securities’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	$5.43M	Buy	107,506 +1,342	+1%	+$68K	0.08%	239
2025 Q4	$5.38M	Buy	106,164 +6,138	+6%	+$311K	0.08%	229
2025 Q3	$5.08M	Buy	100,026 +4,408	+5%	+$223K	0.08%	226
2025 Q2	$4.84M	Buy	95,618 +15,808	+20%	+$793K	0.09%	215
2025 Q1	$3.97M	Hold	79,810	–	–	0.09%	224
2024 Q4	$3.97M	Buy	79,810 +4,544	+6%	+$227K	0.09%	223
2024 Q3	$3.8M	Sell	75,266 -720	-0.9%	-$35.9K	0.09%	215
2024 Q2	$3.74M	Buy	75,986 +5,685	+8%	+$279K	0.1%	180
2024 Q1	$3.46M	Buy	70,301 +6,281	+10%	+$309K	0.11%	183
2023 Q4	$3.15M	Buy	+64,020	New	+$3.09M	0.12%	173

Other funds holding SLQD

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

LJI Wealth Management Indianapolis, Indiana $625M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return