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

Avior 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 Q3	$208K	Hold	4,199	–	–	0.01%	761
2026 Q2	$212K	Hold	4,199	–	–	0.01%	744
2026 Q1	$212K	Hold	4,199	–	–	0.01%	790
2025 Q4	$213K	Hold	4,199	–	–	0.01%	709
2025 Q3	$213K	Hold	4,199	–	–	0.01%	686
2025 Q2	$212K	Hold	4,199	–	–	0.01%	657
2025 Q1	$211K	Hold	4,199	–	–	0.01%	643
2024 Q4	$209K	Buy	+4,199	New	+$210K	0.01%	686
2024 Q2	–	Sell	-275	Closed	-$13.6K	–	3505
2024 Q1	$13.6K	Buy	+275	New	+$13.5K	﹤0.01%	1758
2022 Q4	–	Sell	-1,487	Closed	-$70K	–	1325
2022 Q3	$70K	Buy	+1,487	New	+$72K	0.01%	560

Other funds holding SLQD

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

PWA

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Avior Wealth Management's SLQD Position: Q3 2026 in Review

Avior Wealth Management held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q3 2026 at 4,199 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #761.

Avior Wealth Management first reported a position in SLQD in Q3 2022 and has held it in 10 quarters since. The position peaked at $213K in Q3 2025. 21 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

Avior Wealth Management held 4,199 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $208K as of Q3 2026.
Avior Wealth Management left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #761 holding.
Avior Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 10 quarters since.
Avior Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $213K in Q3 2025.
21 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.