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

Voisard Asset Management Group’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 Q2	$19.8M	Sell	394,083 -135,900	-26%	-$6.84M	3.76%	7
2026 Q1	$26.8M	Sell	529,983 -319,967	-38%	-$16.2M	5.71%	7
2025 Q4	$43.1M	Buy	849,950 +49,051	+6%	+$2.49M	9.3%	4
2025 Q3	$40.7M	Buy	800,899 +61,263	+8%	+$3.1M	9.42%	3
2025 Q2	$37.4M	Buy	739,636 +68,085	+10%	+$3.42M	9.65%	2
2025 Q1	$33.8M	Buy	671,551 +215,690	+47%	+$10.8M	9.87%	2
2024 Q4	$22.7M	Buy	455,861 +443,561	+3,606%	+$22.1M	7.58%	3
2024 Q3	$620K	Buy	+12,300	New	+$614K	0.26%	39

Other funds holding SLQD

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return