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Ashton Thomas Private Wealth’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Ashton Thomas Private Wealth’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 		$378K Buy
7,495
+642
+9% +$32.3K 0.01% 894
2026
Q1 		$346K Buy
6,853
+645
+10% +$32.7K 0.01% 832
2025
Q4 		$315K Buy
6,208
+461
+8% +$23.4K 0.01% 808
2025
Q3 		$292K Buy
5,747
+667
+13% +$33.8K 0.01% 805
2025
Q2 		$257K Buy
5,080
+1,081
+27% +$54.3K 0.01% 738
2025
Q1 		$201K Buy
+3,999
New +$200K 0.01% 784
2024
Q3 		– Sell
-2,523
Closed -$124K – 1634
2024
Q2 		$124K Buy
+2,523
New +$124K 0.01% 703
2023
Q4 		– Sell
-4,339
Closed -$208K – 609
2023
Q3 		$208K Sell
4,339
-875
-17% -$42.1K 0.02% 533
2023
Q2 		$251K Sell
5,214
-478
-8% -$23.1K 0.02% 516
2023
Q1 		$276K Sell
5,692
-569
-9% -$27.4K 0.02% 430
2022
Q4 		$300K Sell
6,261
-61
-1% -$2.9K 0.03% 399
2022
Q3 		$300K Buy
6,322
+88
+1% +$4.26K 0.03% 380
2022
Q2 		$302K Buy
6,234
+82
+1% +$4K 0.03% 376
2022
Q1 		$304K Buy
6,152
+2,050
+50% +$103K 0.03% 406
2021
Q4 		$209K Sell
4,102
-410
-9% -$21K 0.02% 431
2021
Q3 		$233K Hold
4,512
– – 0.03% 338
2021
Q2 		$234K Hold
4,512
– – 0.04% 314
2021
Q1 		$234K Hold
4,512
– – 0.04% 279
2020
Q4 		$236K Hold
4,512
– – 0.05% 279
2020
Q3 		$235K Hold
4,512
– – 0.06% 239
2020
Q2 		$235K Hold
4,512
– – 0.07% 211
2020
Q1 		$226K Hold
4,512
– – 0.09% 188
2019
Q4 		$230K Buy
+4,512
New +$230K 0.08% 215

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

Ashton Thomas Private Wealth's SLQD Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 9.4% in Q2 2026, buying an estimated $32.3K and bringing the position to 7,495 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #894.

Ashton Thomas Private Wealth first reported a position in SLQD in Q4 2019 and has held it in 23 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Ashton Thomas Private Wealth held 7,495 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $378K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 642 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $32.3K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #894 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.