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

Advisory Alpha’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	$657K	Hold	13,044	–	–	0.02%	303
2026 Q1	$659K	Hold	13,044	–	–	0.02%	269
2025 Q4	$661K	Hold	13,044	–	–	0.02%	256
2025 Q3	$662K	Hold	13,044	–	–	0.02%	250
2025 Q2	$660K	Hold	13,044	–	–	0.02%	227
2025 Q1	$656K	Hold	13,044	–	–	0.02%	211
2024 Q4	$649K	Hold	13,044	–	–	0.02%	196
2024 Q3	$658K	Hold	13,044	–	–	0.02%	196
2024 Q2	$642K	Sell	13,044 -431	-3%	-$21.1K	0.03%	185
2024 Q1	$663K	Sell	13,475 -1,062	-7%	-$52.2K	0.03%	192
2023 Q4	$715K	Buy	+14,537	New	+$703K	0.03%	176

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

Advisory Alpha's SLQD Position: Q2 2026 in Review

Advisory Alpha held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 13,044 shares worth $657K. The position accounts for 0.02% of the portfolio, ranked #303.

Advisory Alpha first reported a position in SLQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $715K in Q4 2023. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Advisory Alpha held 13,044 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $657K as of Q2 2026.
Advisory Alpha left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #303 holding.
Advisory Alpha first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Advisory Alpha's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $715K in Q4 2023.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.