Atlantic Edge Private Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Atlantic Edge Private Wealth 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	$40.3K	Sell	800 -500	-38%	-$25.2K	0.01%	272
2026 Q1	$65.6K	Hold	1,300	–	–	0.02%	215
2025 Q4	$65.9K	Hold	1,300	–	–	0.02%	198
2025 Q3	$66.1K	Hold	1,300	–	–	0.02%	197
2025 Q2	$65.8K	Hold	1,300	–	–	0.02%	192
2025 Q1	$65.4K	Hold	1,300	–	–	0.02%	181
2024 Q4	$64.7K	Hold	1,300	–	–	0.02%	182
2024 Q3	$65.6K	Sell	1,300 -900	-41%	-$44.9K	0.02%	182
2024 Q2	$108K	Sell	2,200 -1,225	-36%	-$60.1K	0.04%	154
2024 Q1	$169K	Hold	3,425	–	–	0.06%	133
2023 Q4	$169K	Buy	+3,425	New	+$166K	0.07%	130

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

Atlantic Edge Private Wealth Management's SLQD Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 38% in Q2 2026, selling an estimated $25.2K and leaving 800 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #272.

Atlantic Edge Private Wealth Management first reported a position in SLQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $169K in Q1 2024. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Atlantic Edge Private Wealth Management held 800 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $40.3K as of Q2 2026.
Atlantic Edge Private Wealth Management sold 500 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $25.2K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #272 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $169K in Q1 2024.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.