WA
SLQD icon

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

Waverly 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
2026
Q1 		$5.39M Buy
106,701
+3,326
+3% +$169K 0.04% 395
2025
Q4 		$5.24M Buy
103,375
+117
+0.1% +$5.94K 0.04% 364
2025
Q3 		$5.25M Buy
103,258
+215
+0.2% +$10.9K 0.05% 314
2025
Q2 		$5.21M Sell
103,043
-725
-0.7% -$36.4K 0.06% 303
2025
Q1 		$5.22M Buy
103,768
+478
+0.5% +$23.9K 0.06% 288
2024
Q4 		$5.14M Buy
103,290
+8,258
+9% +$412K 0.08% 214
2024
Q3 		$4.79M Sell
95,032
-69,235
-42% -$3.45M 0.09% 200
2024
Q2 		$8.09M Buy
164,267
+8,894
+6% +$436K 0.16% 133
2024
Q1 		$7.65M Buy
+155,373
New +$7.63M 0.18% 107

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