AAS
SLQD icon

Ameritas Advisory Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Ameritas Advisory Services’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 		$1.97M Buy
+39,101
New +$1.97M 0.04% 370
2025
Q4 		– Sell
-1,193
Closed -$60.7K – 1927
2025
Q3 		$60.7K Sell
1,193
-41,651
-97% -$2.11M ﹤0.01% 1009
2025
Q2 		$2.17M Buy
42,844
+5,027
+13% +$252K 0.11% 177
2025
Q1 		$1.9M Sell
37,817
-5,920
-14% -$296K 0.08% 249
2024
Q4 		$2.18M Buy
43,737
+9,197
+27% +$459K 0.08% 239
2024
Q3 		$1.74M Buy
34,540
+3,127
+10% +$156K 0.08% 258
2024
Q2 		$1.55M Buy
31,413
+2,811
+10% +$138K 0.06% 307
2024
Q1 		$1.41M Buy
28,602
+9,108
+47% +$447K 0.06% 305
2023
Q4 		$959K Sell
19,494
-10,452
-35% -$505K 0.05% 298
2023
Q3 		$1.44M Buy
+29,946
New +$1.44M 0.07% 261
2023
Q2 		– Sell
-40,249
Closed -$1.95M – 2209
2023
Q1 		$1.95M Buy
40,249
+775
+2% +$37.3K 0.1% 196
2022
Q4 		$1.89M Buy
39,474
+2,303
+6% +$110K 0.09% 229
2022
Q3 		$1.76M Sell
37,171
-1,176
-3% -$56.9K 0.11% 189
2022
Q2 		$1.86M Buy
38,347
+13,623
+55% +$664K 0.11% 190
2022
Q1 		$1.22M Buy
24,724
+5,405
+28% +$271K 0.04% 295
2021
Q4 		$986K Buy
+19,319
New +$990K 0.04% 336

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

Ameritas Advisory Services's SLQD Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026: 39,101 shares worth $1.97M. The stake represents 0.04% of the portfolio and ranks #370 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in SLQD as recently as Q3 2025.

Ameritas Advisory Services first reported a position in SLQD in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.18M in Q4 2024. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Ameritas Advisory Services held 39,101 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.97M as of Q2 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Ameritas Advisory Services position in Q2 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Ameritas Advisory Services's portfolio in Q2 2026, its #370 holding.
  • Ameritas Advisory Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Ameritas Advisory Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.18M in Q4 2024.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.