Clune & Associates’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Clune & Associates’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	$691K	Sell	13,727 -7,366	-35%	-$371K	0.1%	99
2026 Q1	$1.07M	Sell	21,093 -3,290	-13%	-$167K	0.2%	85
2025 Q4	$1.24M	Buy	24,383 +2,475	+11%	+$126K	0.27%	81
2025 Q3	$1.11M	Buy	21,908 +217	+1%	+$11K	0.28%	81
2025 Q2	$1.1M	Sell	21,691 -281	-1%	-$14.1K	0.3%	73
2025 Q1	$1.1M	Buy	21,972 +8	+0%	+$400	0.34%	71
2024 Q4	$1.09M	Buy	+21,964	New	+$1.1M	0.36%	70

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

Clune & Associates's SLQD Position: Q2 2026 in Review

Clune & Associates reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 35% in Q2 2026, selling an estimated $371K and leaving 13,727 shares worth $691K. The position accounts for 0.1% of the portfolio, ranked #99.

Clune & Associates first reported a position in SLQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Clune & Associates held 13,727 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $691K as of Q2 2026.
Clune & Associates sold 7,366 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $371K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.1% of Clune & Associates's portfolio in Q2 2026, its #99 holding.
Clune & Associates first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.24M in Q4 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.