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

Stratos Investment Management’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
-6,459
Closed -$327K – 378
2025
Q2 		$327K Buy
6,459
+812
+14% +$40.8K 0.02% 294
2025
Q1 		$284K Buy
5,647
+950
+20% +$47.5K 0.02% 261
2024
Q4 		$234K Buy
4,697
+721
+18% +$36K 0.01% 245
2024
Q3 		$201K Buy
+3,976
New +$198K 0.01% 249
2022
Q2 		– Sell
-4,133
Closed -$204K – 164
2022
Q1 		$204K Sell
4,133
-1,107
-21% -$55.5K 0.03% 163
2021
Q4 		$268K Sell
5,240
-665
-11% -$34.1K 0.04% 164
2021
Q3 		$305K Buy
5,905
+76
+1% +$3.94K 0.05% 197
2021
Q2 		$302K Sell
5,829
-1,160
-17% -$60.1K 0.08% 108
2021
Q1 		$362K Sell
6,989
-880
-11% -$45.7K 0.11% 97
2020
Q4 		$411K Sell
7,869
-926
-11% -$48.2K 0.13% 95
2020
Q3 		$458K Sell
8,795
-3,735
-30% -$195K 0.17% 92
2020
Q2 		$653K Buy
12,530
+2,307
+23% +$119K 0.28% 75
2020
Q1 		$513K Buy
+10,223
New +$518K 0.27% 70

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 $3.62B AUM 21.35% 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

Stratos Investment Management's SLQD Position: Q3 2025 in Review

Stratos Investment Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2025, closing a stake of 6,459 shares — an estimated $327K sold.

Stratos Investment Management first reported a position in SLQD in Q1 2020 and held it in 13 quarters. The position peaked at $653K in Q2 2020. 242 funds tracked by Wall St. Rank hold SLQD as of Q3 2025.

  • Stratos Investment Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stratos Investment Management sold 6,459 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $327K.
  • Stratos Investment Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 13 quarters.
  • Stratos Investment Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $653K in Q2 2020.
  • 242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Stratos Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.