SLQD — ISHARES TR

Ownership history in Obsido Oy  ·  4 quarters on record

This page tracks every 13F SEC filing in which Obsido Oy reported a position in ISHARES TR (SLQD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.93% (2025 Q1)
Avg. % of fund
2.33%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 55,650 -6,414 -10.3% 1.73% $2.8M $50.34
2025 Q3 REDUCED 62,064 -4,878 -7.3% 2.10% $3.2M $49.76
2025 Q2 ADDED 66,942 +1,437 +2.2% 2.57% $3.4M $49.00
2025 Q1 INITIATED 65,505 — — 2.93% $3.3M $48.20
% of Fund (quarterly)    SLQD price (monthly, adj. close)

Other funds also holding SLQD

As of 2025 Q4 — sorted by position size

LJI Wealth Management, LLC 10.11% VOISARD ASSET MANAGEMENT GROUP, INC. 9.3% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 6.78% ALTERNA WEALTH MANAGEMENT, INC 3Y 7Y 6.3% Wiser Wealth Management, Inc 3Y 5.22% Townsend Financial Planning, LLC 3.44% Bramshill Investments, LLC 3Y 7Y 2.86% Saiph Capital, LLC 2.83% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 2.64% Sugar Maple Asset Management, LLC 2.34%
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