Cetera Investment Advisers
SLQD icon

Cetera Investment Advisers’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Cetera Investment Advisers’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 		$13.3M Sell
264,861
-31,713
-11% -$1.6M 0.01% 975
2026
Q1 		$15M Buy
296,574
+3,370
+1% +$171K 0.02% 830
2025
Q4 		$14.9M Buy
293,204
+9,286
+3% +$471K 0.02% 809
2025
Q3 		$14.4M Buy
283,918
+92,708
+48% +$4.69M 0.02% 794
2025
Q2 		$9.67M Buy
191,210
+2,570
+1% +$129K 0.02% 843
2025
Q1 		$9.48M Buy
188,640
+1,531
+0.8% +$76.5K 0.02% 800
2024
Q4 		$9.31M Buy
187,109
+1,971
+1% +$98.4K 0.02% 739
2024
Q3 		$9.34M Sell
185,138
-88,402
-32% -$4.41M 0.02% 729
2024
Q2 		$13.5M Buy
273,540
+7,343
+3% +$360K 0.03% 545
2024
Q1 		$13.1M Buy
266,197
+162,048
+156% +$7.96M 0.03% 562
2023
Q4 		$5.12M Buy
104,149
+3,726
+4% +$180K 0.04% 425
2023
Q3 		$4.82M Sell
100,423
-249
-0.2% -$12K 0.04% 425
2023
Q2 		$4.85M Buy
100,672
+106
+0.1% +$5.13K 0.04% 418
2023
Q1 		$4.88M Sell
100,566
-25,545
-20% -$1.23M 0.04% 408
2022
Q4 		$6.04M Buy
126,111
+66,663
+112% +$3.17M 0.06% 328
2022
Q3 		$2.82M Sell
59,448
-5,165
-8% -$250K 0.06% 354
2022
Q2 		$3.13M Buy
64,613
+5,240
+9% +$255K 0.05% 376
2022
Q1 		$2.93M Buy
59,373
+9,970
+20% +$500K 0.04% 432
2021
Q4 		$2.52M Buy
49,403
+2,594
+6% +$133K 0.04% 473
2021
Q3 		$2.42M Buy
46,809
+2,511
+6% +$130K 0.04% 459
2021
Q2 		$2.3M Buy
44,298
+2,137
+5% +$111K 0.04% 466
2021
Q1 		$2.18M Buy
42,161
+13,242
+46% +$688K 0.04% 397
2020
Q4 		$1.51M Buy
28,919
+12,938
+81% +$674K 0.03% 520
2020
Q3 		$833K Buy
15,981
+5,793
+57% +$302K 0.07% 285
2020
Q2 		$531K Buy
10,188
+2,450
+32% +$126K 0.05% 344
2020
Q1 		$388K Buy
7,738
+2,750
+55% +$139K 0.05% 347
2019
Q4 		$254K Buy
+4,988
New +$255K 0.03% 490

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

Cetera Investment Advisers's SLQD Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 11% in Q2 2026, selling an estimated $1.6M and leaving 264,861 shares worth $13.3M. The position accounts for 0.01% of the portfolio, ranked #975.

Cetera Investment Advisers first reported a position in SLQD in Q4 2019 and has held it in 27 quarters since. The position peaked at $15M in Q1 2026. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Cetera Investment Advisers held 264,861 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $13.3M as of Q2 2026.
  • Cetera Investment Advisers sold 31,713 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.6M.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #975 holding.
  • Cetera Investment Advisers first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Cetera Investment Advisers's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $15M in Q1 2026.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.