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

Southern Style Financial’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
2024
Q4 		$13.9M Buy
+279,382
New +$13.9M 11.25% 4

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Southern Style Financial's SLQD Position: Q4 2024 in Review

Southern Style Financial opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2024: 279,382 shares worth $13.9M. The stake represents 11.25% of the portfolio and ranks #4 among its holdings.

247 funds tracked by Wall St. Rank hold SLQD as of Q4 2024.

  • Southern Style Financial held 279,382 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $13.9M as of Q4 2024.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Southern Style Financial position in Q4 2024.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 11.25% of Southern Style Financial's portfolio in Q4 2024, its #4 holding.
  • 247 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Southern Style Financial's 13F filing for Q4 2024, filed 23 Jan 2025.