VA
SLQD icon

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

Valmark Advisers’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
2026
Q1 		$405K Buy
8,027
+1,359
+20% +$68.9K ﹤0.01% 514
2025
Q4 		$338K Sell
6,668
-384
-5% -$19.5K ﹤0.01% 528
2025
Q3 		$358K Buy
7,052
+509
+8% +$25.8K ﹤0.01% 506
2025
Q2 		$331K Buy
6,543
+12
+0.2% +$602 ﹤0.01% 524
2025
Q1 		$328K Buy
+6,531
New +$326K 0.01% 497
2022
Q2 		– Sell
-7,315
Closed -$361K – 433
2022
Q1 		$361K Buy
7,315
+780
+12% +$39.1K 0.01% 340
2021
Q4 		$334K Buy
6,535
+441
+7% +$22.6K 0.01% 333
2021
Q3 		$315K Hold
6,094
– – 0.01% 319
2021
Q2 		$316K Buy
6,094
+604
+11% +$31.3K 0.01% 325
2021
Q1 		$284K Buy
+5,490
New +$285K 0.01% 333

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 $625M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return