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 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

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

Avior Wealth Management's SLQD Position: Q2 2026 in Review

Avior Wealth Management held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 4,199 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #744.

Avior Wealth Management first reported a position in SLQD in Q3 2022 and has held it in 9 quarters since. The position peaked at $213K in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Avior Wealth Management held 4,199 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $212K as of Q2 2026.
Avior Wealth Management left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #744 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 9 quarters since.
Avior Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $213K in Q3 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.