Atomi Financial Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Atomi Financial Group’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 Q1	$624K	Hold	12,365	–	–	0.02%	629
2025 Q4	$627K	Buy	12,365 +4	+0%	+$203	0.02%	592
2025 Q3	$628K	Sell	12,361 -4,095	-25%	-$207K	0.02%	552
2025 Q2	$833K	Sell	16,456 -239	-1%	-$12K	0.03%	398
2025 Q1	$839K	Buy	16,695 +4,065	+32%	+$203K	0.04%	358
2024 Q4	$628K	Sell	12,630 -137	-1%	-$6.84K	0.03%	393
2024 Q3	$644K	Sell	12,767 -13,481	-51%	-$673K	0.04%	365
2024 Q2	$1.29M	Sell	26,248 -2,365	-8%	-$116K	0.1%	173
2024 Q1	$1.41M	Sell	28,613 -9	-0%	-$442	0.13%	144
2023 Q4	$1.41M	Buy	+28,622	New	+$1.38M	0.19%	106

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atomi Financial Group's SLQD Position: Q1 2026 in Review

Atomi Financial Group held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q1 2026 at 12,365 shares worth $624K. The position accounts for 0.02% of the portfolio, ranked #629.

Atomi Financial Group first reported a position in SLQD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q1 2024. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Atomi Financial Group held 12,365 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $624K as of Q1 2026.
Atomi Financial Group left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #629 holding.
Atomi Financial Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Atomi Financial Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.41M in Q1 2024.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.