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

Advisornet 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
2026 Q2	$209K	Sell	4,157 -238	-5%	-$12K	0.01%	639
2026 Q1	$222K	Sell	4,395 -98	-2%	-$4.97K	0.01%	577
2025 Q4	$228K	Hold	4,493	–	–	0.01%	567
2025 Q3	$228K	Sell	4,493 -197	-4%	-$9.97K	0.01%	558
2025 Q2	$237K	Buy	4,690 +1,265	+37%	+$63.5K	0.02%	527
2025 Q1	$172K	Buy	3,425 +615	+22%	+$30.7K	0.01%	585
2024 Q4	$140K	Buy	+2,810	New	+$140K	0.01%	588

Other funds holding SLQD

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

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

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisornet Financial's SLQD Position: Q2 2026 in Review

Advisornet Financial reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 5.4% in Q2 2026, selling an estimated $12K and leaving 4,157 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #639.

Advisornet Financial first reported a position in SLQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $237K in Q2 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Advisornet Financial held 4,157 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $209K as of Q2 2026.
Advisornet Financial sold 238 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #639 holding.
Advisornet Financial first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Advisornet Financial's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $237K in Q2 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.