4J Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

4J 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
2026 Q2	$661K	Sell	13,118 -553	-4%	-$27.9K	0.32%	53
2026 Q1	$690K	Hold	13,671	–	–	0.39%	48
2025 Q4	$693K	Sell	13,671 -430	-3%	-$21.8K	0.4%	45
2025 Q3	$717K	Sell	14,101 -55	-0.4%	-$2.78K	0.42%	41
2025 Q2	$716K	Sell	14,156 -257	-2%	-$12.9K	0.48%	40
2025 Q1	$725K	Sell	14,413 -5	-0%	-$250	0.57%	34
2024 Q4	$717K	Sell	14,418 -898	-6%	-$44.8K	0.58%	33
2024 Q3	$772K	Sell	15,316 -3,059	-17%	-$153K	0.6%	33
2024 Q2	$905K	Sell	18,375 -1,580	-8%	-$77.5K	0.75%	29
2024 Q1	$982K	Buy	19,955 +120	+0.6%	+$5.9K	0.85%	25
2023 Q4	$976K	Sell	19,835 -5,185	-21%	-$251K	0.89%	29
2023 Q3	$1.2M	Buy	25,020 +1,025	+4%	+$49.3K	1.2%	26
2023 Q2	$1.16M	Hold	23,995	–	–	1.12%	28
2023 Q1	$1.16M	Sell	23,995 -120	-0.5%	-$5.78K	1.25%	23
2022 Q4	$1.15M	Buy	24,115 +2,697	+13%	+$128K	1.34%	23
2022 Q3	$1.01M	Buy	21,418 +566	+3%	+$27.4K	1.3%	22
2022 Q2	$1.01M	Sell	20,852 -422	-2%	-$20.6K	1.27%	22
2022 Q1	$1.05M	Sell	21,274 -300	-1%	-$15K	0.92%	25
2021 Q4	$1.1M	Sell	21,574 -8	-0%	-$410	0.93%	28
2021 Q3	$1.11M	Sell	21,582 -2,010	-9%	-$104K	0.97%	28
2021 Q2	$1.22M	Sell	23,592 -485	-2%	-$25.1K	1.07%	28
2021 Q1	$1.25M	Sell	24,077 -3,025	-11%	-$157K	1.16%	26
2020 Q4	$1.42M	Buy	+27,102	New	+$1.41M	1.36%	21

Other funds holding SLQD

FMII

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

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

VAMG

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

GWMIA

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

4J Wealth Management's SLQD Position: Q2 2026 in Review

4J Wealth Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 4% in Q2 2026, selling an estimated $27.9K and leaving 13,118 shares worth $661K. The position accounts for 0.32% of the portfolio, ranked #53.

4J Wealth Management first reported a position in SLQD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.42M in Q4 2020. 81 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

4J Wealth Management held 13,118 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $661K as of Q2 2026.
4J Wealth Management sold 553 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $27.9K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.32% of 4J Wealth Management's portfolio in Q2 2026, its #53 holding.
4J Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
4J Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.42M in Q4 2020.
81 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.