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Siligmueller & Norvid Wealth Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Siligmueller & Norvid Wealth 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
-32,584
Closed -$1.64M – 218
2025
Q2 		$1.64M Sell
32,584
-20,194
-38% -$1.01M 0.64% 34
2025
Q1 		$2.64M Sell
52,778
-176
-0.3% -$8.79K 1.12% 26
2024
Q4 		$2.63M Buy
+52,954
New +$2.64M 1.12% 25

Other funds holding SLQD

Morgan Stanley
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
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BI
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's SLQD Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2025, closing a stake of 32,584 shares — an estimated $1.64M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in SLQD in Q4 2024 and held it in 3 quarters. The position peaked at $2.64M in Q1 2025. 242 funds tracked by Wall St. Rank hold SLQD as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 32,584 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $1.64M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.64M in Q1 2025.
  • 242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.