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

Advisory Services Network’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	$312K	Buy	6,186 +503	+9%	+$25.5K	﹤0.01%	1567
2025 Q4	$288K	Buy	5,683 +5	+0.1%	+$254	﹤0.01%	1507
2025 Q3	$289K	Buy	5,678 +452	+9%	+$22.9K	﹤0.01%	1488
2025 Q2	$264K	Buy	5,226 +653	+14%	+$32.8K	﹤0.01%	1494
2025 Q1	$230K	Sell	4,573 -46	-1%	-$2.3K	﹤0.01%	1444
2024 Q4	$230K	Buy	+4,619	New	+$231K	﹤0.01%	1421
2024 Q1	–	Sell	-3,616	Closed	-$178K	–	3327
2023 Q4	$178K	Buy	+3,616	New	+$175K	﹤0.01%	1344
2023 Q2	–	Sell	-4,001	Closed	-$194K	–	3326
2023 Q1	$194K	Buy	4,001 +107	+3%	+$5.15K	0.01%	1316
2022 Q4	$186K	Buy	+3,894	New	+$185K	0.01%	1302
2022 Q2	–	Sell	-6,837	Closed	-$337K	–	1485
2022 Q1	$337K	Sell	6,837 -1,456	-18%	-$73K	0.01%	1088
2021 Q4	$423K	Buy	8,293 +41	+0.5%	+$2.1K	0.01%	948
2021 Q3	$426K	Sell	8,252 -28,222	-77%	-$1.46M	0.01%	941
2021 Q2	$1.89M	Buy	36,474 +1,027	+3%	+$53.2K	0.06%	408
2021 Q1	$1.84M	Buy	35,447 +485	+1%	+$25.2K	0.07%	372
2020 Q4	$1.83M	Buy	34,962 +727	+2%	+$37.9K	0.07%	328
2020 Q3	$1.78M	Buy	34,235 +1,371	+4%	+$71.5K	0.08%	269
2020 Q2	$1.71M	Buy	32,864 +758	+2%	+$39K	0.09%	268
2020 Q1	$1.61M	Buy	32,106 +1,677	+6%	+$85K	0.11%	249
2019 Q4	$1.55M	Buy	30,429 +9,875	+48%	+$504K	0.08%	302
2019 Q3	$1.05M	Hold	20,554	–	–	0.06%	371
2019 Q2	$1.05M	Buy	20,554 +16,985	+476%	+$858K	0.06%	370
2019 Q1	$180K	Buy	3,569 +1	+0%	+$50	0.01%	812
2018 Q4	$177K	Sell	3,568 -123	-3%	-$6.08K	0.02%	734
2018 Q3	$183K	Sell	3,691 -209	-5%	-$10.4K	0.01%	784
2018 Q2	$194K	Sell	3,900 -1,166	-23%	-$57.8K	0.01%	746
2018 Q1	$252K	Sell	5,066 -1,942	-28%	-$96.9K	0.02%	708
2017 Q4	$352K	Buy	7,008 +6,730	+2,421%	+$339K	0.03%	596
2017 Q3	$14K	Sell	278 -572	-67%	-$28.9K	﹤0.01%	1504
2017 Q2	$43K	Sell	850 -146	-15%	-$7.37K	0.01%	1095
2017 Q1	$50K	Buy	+996	New	+$50.1K	0.01%	998

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 $4.13B AUM 32.58% 1-Year Est. Return

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

Advisory Services Network's SLQD Position: Q1 2026 in Review

Advisory Services Network increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 8.9% in Q1 2026, buying an estimated $25.5K and bringing the position to 6,186 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Advisory Services Network first reported a position in SLQD in Q1 2017 and has held it in 30 quarters since. The position peaked at $1.89M in Q2 2021. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Advisory Services Network held 6,186 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $312K as of Q1 2026.
Advisory Services Network bought 503 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $25.5K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1567 holding.
Advisory Services Network first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 30 quarters since.
Advisory Services Network's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.89M in Q2 2021.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.