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

CFG Wealth Management Services’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 		– Sell
-3,200
Closed -$162K – 134
2026
Q1 		$162K Hold
3,200
– – 0.15% 40
2025
Q4 		$162K Buy
+3,200
New +$162K 0.15% 37

Other funds holding SLQD

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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

CFG Wealth Management Services's SLQD Position: Q2 2026 in Review

CFG Wealth Management Services sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026, closing a stake of 3,200 shares — an estimated $162K sold.

CFG Wealth Management Services first reported a position in SLQD in Q4 2025 and held it in 2 quarters. The position peaked at $162K in Q4 2025. 251 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • CFG Wealth Management Services reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 3,200 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $162K.
  • CFG Wealth Management Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • CFG Wealth Management Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $162K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.