AWM
SLQD icon

AE Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

AE 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 		$48.3K Buy
958
+112
+13% +$5.64K ﹤0.01% 2099
2026
Q1 		$42.7K Sell
846
-658
-44% -$33.4K ﹤0.01% 2001
2025
Q4 		$76.2K Sell
1,504
-66
-4% -$3.35K ﹤0.01% 1763
2025
Q3 		$79.8K Sell
1,570
-9
-0.6% -$455 ﹤0.01% 1625
2025
Q2 		$79.9K Buy
1,579
+50
+3% +$2.51K ﹤0.01% 1536
2025
Q1 		$76.9K Buy
1,529
+101
+7% +$5.05K ﹤0.01% 1504
2024
Q4 		$71K Buy
+1,428
New +$71.3K ﹤0.01% 1497
2024
Q3 		– Sell
-13,591
Closed -$669K – 1318
2024
Q2 		$669K Buy
+13,591
New +$667K 0.01% 803
2024
Q1 		– Sell
-232,248
Closed -$11.4M – 1854
2023
Q4 		$11.4M Sell
232,248
-250,290
-52% -$12.1M 0.06% 367
2023
Q3 		$23.2M Buy
482,538
+14,453
+3% +$695K 0.14% 170
2023
Q2 		$22.6M Sell
468,085
-2,422
-0.5% -$117K 0.14% 175
2023
Q1 		$22.8M Sell
470,507
-142,532
-23% -$6.86M 0.15% 160
2022
Q4 		$29.3M Buy
613,039
+7,250
+1% +$345K 0.21% 99
2022
Q3 		$28.7M Buy
605,789
+199,687
+49% +$9.67M 0.23% 101
2022
Q2 		$19.7M Buy
406,102
+23,455
+6% +$1.14M 0.16% 157
2022
Q1 		$18.9M Buy
382,647
+40,933
+12% +$2.05M 0.13% 167
2021
Q4 		$17.4M Buy
341,714
+85,997
+34% +$4.41M 0.12% 174
2021
Q3 		$13.2M Sell
255,717
-58,123
-19% -$3.01M 0.11% 198
2021
Q2 		$16.3M Buy
313,840
+116,786
+59% +$6.06M 0.14% 147
2021
Q1 		$10.2M Buy
197,054
+124,399
+171% +$6.47M 0.1% 201
2020
Q4 		$3.79M Buy
72,655
+5,513
+8% +$287K 0.04% 328
2020
Q3 		$3.5M Buy
67,142
+3,014
+5% +$157K 0.05% 298
2020
Q2 		$3.34M Buy
64,128
+10,821
+20% +$557K 0.05% 291
2020
Q1 		$2.67M Sell
53,307
-8,590
-14% -$435K 0.06% 252
2019
Q4 		$3.16M Buy
61,897
+11,494
+23% +$587K 0.07% 252
2019
Q3 		$2.58M Sell
50,403
-4,561
-8% -$232K 0.07% 223
2019
Q2 		$2.8M Buy
54,964
+29,749
+118% +$1.5M 0.08% 187
2019
Q1 		$1.27M Buy
+25,215
New +$1.26M 0.09% 183

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

AE Wealth Management's SLQD Position: Q2 2026 in Review

AE Wealth Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 13% in Q2 2026, buying an estimated $5.64K and bringing the position to 958 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

AE Wealth Management first reported a position in SLQD in Q1 2019 and has held it in 28 quarters since. The position peaked at $29.3M in Q4 2022. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • AE Wealth Management held 958 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $48.3K as of Q2 2026.
  • AE Wealth Management bought 112 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.64K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2099 holding.
  • AE Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • AE Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $29.3M in Q4 2022.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.