Aptus Capital Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Aptus Capital Advisors’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	$5.14K	Hold	102	–	–	﹤0.01%	1670
2026 Q1	$5.15K	Hold	102	–	–	﹤0.01%	1560
2025 Q4	$5.17K	Sell	102 -170	-63%	-$8.63K	﹤0.01%	1549
2025 Q3	$13.8K	Hold	272	–	–	﹤0.01%	1400
2025 Q2	$13.7K	Hold	272	–	–	﹤0.01%	1335
2025 Q1	$13.7K	Buy	272 +170	+167%	+$8.49K	﹤0.01%	1251
2024 Q4	$5.05K	Hold	102	–	–	﹤0.01%	1334
2024 Q3	$5.14K	Sell	102 -59	-37%	-$2.94K	﹤0.01%	1143
2024 Q2	$7.93K	Hold	161	–	–	﹤0.01%	1041
2024 Q1	$7.92K	Buy	+161	New	+$7.91K	﹤0.01%	1053
2023 Q1	–	Sell	-423	Closed	-$20.2K	–	884
2022 Q4	$20.2K	Buy	423 +2	+0.5%	+$95	﹤0.01%	650
2022 Q3	$20K	Buy	421 +319	+313%	+$15.4K	﹤0.01%	617
2022 Q2	$5K	Hold	102	–	–	﹤0.01%	610
2022 Q1	$5K	Buy	+102	New	+$5.11K	﹤0.01%	636

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

Aptus Capital Advisors's SLQD Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 102 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Aptus Capital Advisors first reported a position in SLQD in Q1 2022 and has held it in 14 quarters since. The position peaked at $20.2K in Q4 2022. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Aptus Capital Advisors held 102 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $5.14K as of Q2 2026.
Aptus Capital Advisors left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1670 holding.
Aptus Capital Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
Aptus Capital Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $20.2K in Q4 2022.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.