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

Arkadios Wealth 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 		$985K Sell
19,554
-2,682
-12% -$135K 0.01% 806
2026
Q1 		$1.12M Buy
22,236
+3,665
+20% +$186K 0.02% 736
2025
Q4 		$942K Buy
18,571
+3,362
+22% +$171K 0.02% 728
2025
Q3 		$773K Buy
15,209
+312
+2% +$15.8K 0.02% 750
2025
Q2 		$754K Buy
14,897
+2,840
+24% +$143K 0.02% 691
2025
Q1 		$606K Sell
12,057
-213
-2% -$10.6K 0.02% 635
2024
Q4 		$610K Sell
12,270
-468
-4% -$23.4K 0.03% 469
2024
Q3 		$642K Buy
12,738
+2,337
+22% +$117K 0.04% 457
2024
Q2 		$512K Buy
+10,401
New +$510K 0.03% 463
2023
Q3 		– Sell
-4,636
Closed -$224K – 741
2023
Q2 		$224K Sell
4,636
-1,169
-20% -$56.5K 0.03% 535
2023
Q1 		$281K Sell
5,805
-302
-5% -$14.5K 0.03% 455
2022
Q4 		$292K Sell
6,107
-833
-12% -$39.7K 0.04% 415
2022
Q3 		$329K Sell
6,940
-29,829
-81% -$1.44M 0.05% 354
2022
Q2 		$1.78M Buy
36,769
+13,062
+55% +$637K 0.27% 104
2022
Q1 		$1.17M Buy
23,707
+4,042
+21% +$203K 0.15% 161
2021
Q4 		$1M Buy
19,665
+11,049
+128% +$566K 0.13% 179
2021
Q3 		$445K Buy
8,616
+5,416
+169% +$280K 0.06% 318
2021
Q2 		$165K Buy
3,200
+2,519
+370% +$131K 0.02% 587
2021
Q1 		$35K Buy
681
+381
+127% +$19.8K 0.01% 801
2020
Q4 		$15K Buy
+300
New +$15.6K ﹤0.01% 847

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

Arkadios Wealth Advisors's SLQD Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 12% in Q2 2026, selling an estimated $135K and leaving 19,554 shares worth $985K. The position accounts for 0.01% of the portfolio, ranked #806.

Arkadios Wealth Advisors first reported a position in SLQD in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.78M in Q2 2022. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Arkadios Wealth Advisors held 19,554 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $985K as of Q2 2026.
  • Arkadios Wealth Advisors sold 2,682 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $135K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #806 holding.
  • Arkadios Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Arkadios Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.78M in Q2 2022.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.