4WM
SLQD icon

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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 252 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.
  • 252 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.