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

Alpha Financial Partners’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 		$496K Sell
9,818
-81
-0.8% -$4.11K 0.29% 53
2025
Q4 		$502K Sell
9,899
-18,550
-65% -$941K 0.31% 50
2025
Q3 		$1.45M Buy
28,449
+5,755
+25% +$291K 0.94% 21
2025
Q2 		$1.15M Buy
+22,694
New +$1.14M 0.83% 22

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
BI
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alpha Financial Partners's SLQD Position: Q1 2026 in Review

Alpha Financial Partners reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.82% in Q1 2026, selling an estimated $4.11K and leaving 9,818 shares worth $496K. The position accounts for 0.29% of the portfolio, ranked #53.

Alpha Financial Partners first reported a position in SLQD in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.45M in Q3 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Alpha Financial Partners held 9,818 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $496K as of Q1 2026.
  • Alpha Financial Partners sold 81 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.11K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.29% of Alpha Financial Partners's portfolio in Q1 2026, its #53 holding.
  • Alpha Financial Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Alpha Financial Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.45M in Q3 2025.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.