Private Wealth Management Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Private Wealth Management Group’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	$1.06M	Buy	20,958 +1,357	+7%	+$68.8K	0.28%	39
2025 Q4	$994K	Buy	19,601 +1,710	+10%	+$86.8K	0.27%	41
2025 Q3	$909K	Buy	17,891 +1,243	+7%	+$62.9K	0.25%	43
2025 Q2	$842K	Buy	16,648 +655	+4%	+$32.9K	0.28%	43
2025 Q1	$804K	Buy	15,993 +1,877	+13%	+$93.8K	0.3%	40
2024 Q4	$702K	Buy	14,116 +2,358	+20%	+$118K	0.27%	41
2024 Q3	$593K	Buy	11,758 +817	+7%	+$40.8K	0.23%	45
2024 Q2	$539K	Buy	10,941 +589	+6%	+$28.9K	0.23%	44
2024 Q1	$510K	Sell	10,352 -9,247	-47%	-$454K	0.23%	40
2023 Q4	$964K	Buy	+19,599	New	+$947K	0.47%	29

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