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

Williams Financial’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 Q1	–	Sell	-395,613	Closed	-$19.7M	–	23
2024 Q4	$19.7M	Buy	395,613 +11,881	+3%	+$593K	12.25%	4
2024 Q3	$19.4M	Buy	383,732 +9,002	+2%	+$449K	12.1%	4
2024 Q2	$18.5M	Sell	374,730 -435	-0.1%	-$21.3K	12.29%	4
2024 Q1	$18.5M	Buy	+375,165	New	+$18.4M	12.29%	4
2023 Q1	–	Sell	-175,671	Closed	-$8.41M	–	36
2022 Q4	$8.41M	Buy	+175,671	New	+$8.37M	7.3%	5
2022 Q3	–	Sell	-345,831	Closed	-$16.8M	–	35
2022 Q2	$16.8M	Buy	+345,831	New	+$16.9M	13.64%	1

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FMII

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Williams Financial's SLQD Position: Q1 2025 in Review

Williams Financial sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2025, closing a stake of 395,613 shares — an estimated $19.7M sold.

Williams Financial first reported a position in SLQD in Q2 2022 and held it in 6 quarters. The position peaked at $19.7M in Q4 2024. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2025.

Williams Financial reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Williams Financial sold 395,613 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $19.7M.
Williams Financial first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 6 quarters.
Williams Financial's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $19.7M in Q4 2024.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Williams Financial's 13F filing for Q1 2025, filed 23 Apr 2025.