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

American Money 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	$1.27M	Sell	25,296 -1,075	-4%	-$54.1K	0.18%	69
2026 Q1	$1.33M	Sell	26,371 -6	-0%	-$304	0.21%	59
2025 Q4	$1.34M	Sell	26,377 -2,172	-8%	-$110K	0.21%	60
2025 Q3	$1.45M	Sell	28,549 -1,199	-4%	-$60.7K	0.24%	57
2025 Q2	$1.5M	Sell	29,748 -7,527	-20%	-$378K	0.27%	59
2025 Q1	$1.87M	Sell	37,275 -619	-2%	-$30.9K	0.36%	56
2024 Q4	$1.88M	Sell	37,894 -1,828	-5%	-$91.2K	0.37%	58
2024 Q3	$2M	Sell	39,722 -2,940	-7%	-$147K	0.4%	58
2024 Q2	$2.1M	Sell	42,662 -769	-2%	-$37.7K	0.45%	55
2024 Q1	$2.14M	Sell	43,431 -1,659	-4%	-$81.5K	0.45%	55
2023 Q4	$2.22M	Buy	45,090 +272	+0.6%	+$13.1K	0.5%	55
2023 Q3	$2.15M	Sell	44,818 -2,680	-6%	-$129K	0.55%	53
2023 Q2	$2.29M	Sell	47,498 -2,910	-6%	-$141K	0.57%	51
2023 Q1	$2.44M	Sell	50,408 -11,267	-18%	-$542K	0.65%	49
2022 Q4	$2.95M	Sell	61,675 -4,852	-7%	-$231K	0.84%	41
2022 Q3	$3.15M	Buy	66,527 +1,226	+2%	+$59.4K	0.96%	41
2022 Q2	$3.16M	Sell	65,301 -3,848	-6%	-$188K	0.92%	40
2022 Q1	$3.41M	Sell	69,149 -786	-1%	-$39.4K	0.91%	41
2021 Q4	$3.57M	Sell	69,935 -2,337	-3%	-$120K	0.93%	42
2021 Q3	$3.73M	Buy	+72,272	New	+$3.74M	1.06%	39

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

American Money Management's SLQD Position: Q2 2026 in Review

American Money Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 4.1% in Q2 2026, selling an estimated $54.1K and leaving 25,296 shares worth $1.27M. The position accounts for 0.18% of the portfolio, ranked #69.

American Money Management first reported a position in SLQD in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.73M in Q3 2021. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

American Money Management held 25,296 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.27M as of Q2 2026.
American Money Management sold 1,075 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $54.1K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.18% of American Money Management's portfolio in Q2 2026, its #69 holding.
American Money Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
American Money Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.73M in Q3 2021.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.