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

Whalen Wealth 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 Q4	–	Sell	-117,930	Closed	-$5.99M	–	231
2025 Q3	$5.99M	Buy	117,930 +27,159	+30%	+$1.37M	3.5%	3
2025 Q2	$4.59M	Sell	90,771 -7,574	-8%	-$380K	2.88%	3
2025 Q1	$4.94M	Buy	98,345 +17,310	+21%	+$865K	3.3%	7
2024 Q4	$4.03M	Buy	81,035 +31,288	+63%	+$1.56M	2.79%	5
2024 Q3	$2.51M	Sell	49,747 -6,657	-12%	-$332K	1.77%	13
2024 Q2	$2.78M	Buy	+56,404	New	+$2.77M	2.2%	10

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Whalen Wealth Management's SLQD Position: Q4 2025 in Review

Whalen Wealth Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2025, closing a stake of 117,930 shares — an estimated $5.99M sold.

Whalen Wealth Management first reported a position in SLQD in Q2 2024 and held it in 6 quarters. The position peaked at $5.99M in Q3 2025. 253 funds tracked by Wall St. Rank hold SLQD as of Q4 2025.

Whalen Wealth Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Whalen Wealth Management sold 117,930 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $5.99M.
Whalen Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and held it in 6 quarters.
Whalen Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $5.99M in Q3 2025.
253 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.