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

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

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. 252 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.
  • 252 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.