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

TPG Financial 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
Q2 		– Sell
-6,266
Closed -$315K – 72
2025
Q1 		$315K Sell
6,266
-1,569
-20% -$78.4K 0.14% 53
2024
Q4 		$390K Sell
7,835
-293
-4% -$14.6K 0.17% 50
2024
Q3 		$410K Sell
8,128
-699
-8% -$34.9K 0.18% 46
2024
Q2 		$435K Buy
+8,827
New +$433K 0.21% 46
2023
Q4 		$492K Sell
10,028
-261
-3% -$12.6K 0.25% 45
2023
Q3 		$494K Sell
10,289
-12,421
-55% -$598K 0.26% 38
2023
Q2 		$1.09M Sell
22,710
-81,066
-78% -$3.92M 0.57% 28
2023
Q1 		$5.03M Buy
103,776
+26,786
+35% +$1.29M 2.75% 14
2022
Q4 		$3.68M Buy
76,990
+10,730
+16% +$511K 2.23% 16
2022
Q3 		$3.14M Buy
66,260
+5,580
+9% +$270K 1.93% 16
2022
Q2 		$2.94M Buy
60,680
+43,649
+256% +$2.13M 1.97% 14
2022
Q1 		$841K Buy
17,031
+12,735
+296% +$638K 0.51% 23
2021
Q4 		$219K Buy
+4,296
New +$220K 0.13% 37

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

TPG Financial Advisors's SLQD Position: Q2 2025 in Review

TPG Financial Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2025, closing a stake of 6,266 shares — an estimated $315K sold.

TPG Financial Advisors first reported a position in SLQD in Q4 2021 and held it in 13 quarters. The position peaked at $5.03M in Q1 2023. 245 funds tracked by Wall St. Rank hold SLQD as of Q2 2025.

  • TPG Financial Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • TPG Financial Advisors sold 6,266 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $315K.
  • TPG Financial Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 13 quarters.
  • TPG Financial Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $5.03M in Q1 2023.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on TPG Financial Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.