Prospera Financial Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Prospera Financial Services’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	–	Sell	-12,074	Closed	-$613K	–	1494
2025 Q4	$613K	Sell	12,074 -448	-4%	-$22.7K	0.01%	860
2025 Q3	$637K	Sell	12,522 -33,562	-73%	-$1.7M	0.01%	847
2025 Q2	$2.33M	Buy	46,084 +26,348	+134%	+$1.32M	0.04%	423
2025 Q1	$992K	Buy	+19,736	New	+$986K	0.02%	568
2022 Q2	–	Sell	-1,062	Closed	-$52K	–	2458
2022 Q1	$52K	Buy	+1,062	New	+$53.2K	﹤0.01%	1370

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prospera Financial Services's SLQD Position: Q1 2026 in Review

Prospera Financial Services sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2026, closing a stake of 12,074 shares — an estimated $613K sold.

Prospera Financial Services first reported a position in SLQD in Q1 2022 and held it in 5 quarters. The position peaked at $2.33M in Q2 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Prospera Financial Services reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Prospera Financial Services sold 12,074 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $613K.
Prospera Financial Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
Prospera Financial Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.33M in Q2 2025.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.