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BOLTON SECURITIES CORPORATION’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$9.7M Buy
+192,326
New +$9.6M 0.57% 29

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Bramshill Investments
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SLQD Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2025: 192,326 shares worth $9.7M. The stake represents 0.57% of the portfolio and ranks #29 among its holdings.

245 funds tracked by Wall St. Rank hold SLQD as of Q1 2025.

  • BOLTON SECURITIES CORPORATION held 192,326 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $9.7M as of Q1 2025.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.57% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #29 holding.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.