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 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 $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisory Alpha's SLQD Position: Q1 2026 in Review

Advisory Alpha held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q1 2026 at 13,044 shares worth $659K. The position accounts for 0.02% of the portfolio, ranked #269.

Advisory Alpha first reported a position in SLQD in Q4 2023 and has held it in 10 quarters since. The position peaked at $715K in Q4 2023. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Advisory Alpha held 13,044 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $659K as of Q1 2026.
Advisory Alpha left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Advisory Alpha's portfolio in Q1 2026, its #269 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 10 quarters since.
Advisory Alpha's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $715K in Q4 2023.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.