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 Q3	$585K	Sell	11,824 -1,903	-14%	-$95.1K	0.09%	106
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

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

Clune & Associates's SLQD Position: Q3 2026 in Review

Clune & Associates reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 14% in Q3 2026, selling an estimated $95.1K and leaving 11,824 shares worth $585K. The position accounts for 0.09% of the portfolio, ranked #106.

Clune & Associates first reported a position in SLQD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q4 2025. 20 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

Clune & Associates held 11,824 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $585K as of Q3 2026.
Clune & Associates sold 1,903 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $95.1K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Clune & Associates's portfolio in Q3 2026, its #106 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 8 quarters since.
Clune & Associates's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.24M in Q4 2025.
20 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.