AWM
SLQD icon

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

Alterna 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 		$6.03M Sell
119,691
-27,331
-19% -$1.38M 3.46% 6
2026
Q1 		$7.42M Sell
147,022
-2,081
-1% -$105K 5.62% 1
2025
Q4 		$7.56M Sell
149,103
-7,045
-5% -$357K 6.3% 1
2025
Q3 		$7.94M Buy
156,148
+37,142
+31% +$1.88M 6.53% 2
2025
Q2 		$6.02M Sell
119,006
-45,887
-28% -$2.3M 4.82% 3
2025
Q1 		$8.29M Buy
164,893
+49,105
+42% +$2.45M 6.29% 3
2024
Q4 		$5.76M Buy
115,788
+4,422
+4% +$221K 4.86% 3
2024
Q3 		$5.62M Buy
111,366
+15,365
+16% +$767K 5.04% 3
2024
Q2 		$4.73M Buy
96,001
+38,269
+66% +$1.88M 4.14% 4
2024
Q1 		$2.84M Buy
57,732
+1,697
+3% +$83.4K 2.3% 11
2023
Q4 		$2.76M Buy
56,035
+19,903
+55% +$962K 3.32% 7
2023
Q3 		$1.73M Buy
36,132
+6,541
+22% +$315K 2.22% 13
2023
Q2 		$1.43M Buy
29,591
+14,493
+96% +$701K 1.65% 21
2023
Q1 		$732K Buy
+15,098
New +$727K 0.92% 30
2022
Q1 		– Sell
-21,311
Closed -$1.09M – 152
2021
Q4 		$1.09M Buy
+21,311
New +$1.09M 0.9% 28
2020
Q4 		$643K Hold
12,314
– – 0.81% 38
2020
Q3 		$642K Sell
12,314
-2,124
-15% -$111K 0.93% 31
2020
Q2 		$753K Buy
+14,438
New +$743K 0.9% 27
2019
Q1 		– Sell
-11,402
Closed -$565K – 294
2018
Q4 		$565K Buy
+11,402
New +$563K 0.09% 157

Other funds holding SLQD

FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Alterna Wealth Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 19% in Q2 2026, selling an estimated $1.38M and leaving 119,691 shares worth $6.03M. The position accounts for 3.46% of the portfolio, ranked #6.

Alterna Wealth Management first reported a position in SLQD in Q4 2018 and has held it in 19 quarters since. The position peaked at $8.29M in Q1 2025. 54 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Alterna Wealth Management held 119,691 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $6.03M as of Q2 2026.
  • Alterna Wealth Management sold 27,331 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.38M.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 3.46% of Alterna Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Alterna Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 19 quarters since.
  • Alterna Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $8.29M in Q1 2025.
  • 54 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.