RFG
SLQD icon

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

REAP Financial 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
2025
Q1 		– Sell
-11
Closed -$553 – 668
2024
Q4 		$553 Sell
11
-49
-82% -$2.45K ﹤0.01% 544
2024
Q3 		$3.01K Sell
60
-30
-33% -$1.5K ﹤0.01% 493
2024
Q2 		$4.42K Sell
90
-59
-40% -$2.89K ﹤0.01% 430
2024
Q1 		$7.32K Buy
149
+58
+64% +$2.85K ﹤0.01% 408
2023
Q4 		$4.46K Buy
+91
New +$4.4K ﹤0.01% 480

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 $377B AUM 19.32% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 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

REAP Financial Group's SLQD Position: Q1 2025 in Review

REAP Financial Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2025, closing a stake of 11 shares — an estimated $553 sold.

REAP Financial Group first reported a position in SLQD in Q4 2023 and held it in 5 quarters. The position peaked at $7.32K in Q1 2024. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2025.

  • REAP Financial Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • REAP Financial Group sold 11 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $553.
  • REAP Financial Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
  • REAP Financial Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $7.32K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on REAP Financial Group's 13F filing for Q1 2025, filed 14 May 2025.