Commonwealth Equity Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Commonwealth Equity 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 Q1	$9.64M	Buy	191,024 +36,931	+24%	+$1.87M	0.01%	902
2025 Q4	$7.81M	Buy	154,093 +10,439	+7%	+$530K	0.01%	1035
2025 Q3	$7.3M	Sell	143,654 -11,228	-7%	-$568K	0.01%	1096
2025 Q2	$7.84M	Sell	154,882 -4,173	-3%	-$209K	0.01%	1058
2025 Q1	$8M	Buy	159,055 +5,808	+4%	+$290K	0.01%	991
2024 Q4	$7.62M	Buy	153,247 +6,829	+5%	+$341K	0.01%	972
2024 Q3	$7.38M	Sell	146,418 -4,048	-3%	-$202K	0.01%	980
2024 Q2	$7.41M	Sell	150,466 -4,650	-3%	-$228K	0.01%	960
2024 Q1	$7.63M	Sell	155,116 -4,223	-3%	-$207K	0.01%	924
2023 Q4	$7.84M	Sell	159,339 -9,683	-6%	-$468K	0.01%	852
2023 Q3	$8.11M	Sell	169,022 -75,994	-31%	-$3.66M	0.02%	773
2023 Q2	$11.8M	Buy	245,016 +29,207	+14%	+$1.41M	0.02%	609
2023 Q1	$10.5K	Buy	215,809 +61,202	+40%	+$2.95M	0.02%	649
2022 Q4	$7.4M	Buy	154,607 +98	+0.1%	+$4.67K	0.02%	766
2022 Q3	$7.32M	Buy	154,509 +1,050	+0.7%	+$50.8K	0.02%	717
2022 Q2	$7.44M	Sell	153,459 -4,455	-3%	-$217K	0.02%	711
2022 Q1	$7.79M	Sell	157,914 -3,886	-2%	-$195K	0.02%	728
2021 Q4	$8.26M	Sell	161,800 -5,943	-4%	-$305K	0.02%	679
2021 Q3	$8.67M	Buy	167,743 +6,516	+4%	+$337K	0.02%	613
2021 Q2	$8.36M	Buy	161,227 +4,522	+3%	+$234K	0.02%	625
2021 Q1	$8.11M	Sell	156,705 -1,806	-1%	-$93.9K	0.02%	582
2020 Q4	$8.28M	Sell	158,511 -4,024	-2%	-$210K	0.02%	545
2020 Q3	$8.47M	Buy	162,535 +3,086	+2%	+$161K	0.03%	487
2020 Q2	$8.31M	Buy	159,449 +89,510	+128%	+$4.61M	0.03%	461
2020 Q1	$3.51M	Buy	69,939 +11,403	+19%	+$578K	0.02%	658
2019 Q4	$2.99M	Buy	58,536 +4,283	+8%	+$219K	0.01%	827
2019 Q3	$2.77M	Buy	54,253 +1,947	+4%	+$99.2K	0.01%	807
2019 Q2	$2.67M	Buy	52,306 +5,285	+11%	+$267K	0.01%	824
2019 Q1	$2.37M	Sell	47,021 -9,323	-17%	-$466K	0.01%	851
2018 Q4	$2.79M	Buy	56,344 +474	+0.8%	+$23.4K	0.01%	687
2018 Q3	$2.77M	Sell	55,870 -10,220	-15%	-$507K	0.01%	772
2018 Q2	$3.28M	Buy	66,090 +4,028	+6%	+$200K	0.02%	663
2018 Q1	$3.09M	Buy	62,062 +3,020	+5%	+$151K	0.02%	655
2017 Q4	$2.97M	Sell	59,042 -23,823	-29%	-$1.2M	0.02%	655
2017 Q3	$4.2M	Sell	82,865 -12,976	-14%	-$657K	0.03%	508
2017 Q2	$4.84M	Buy	95,841 +53,238	+125%	+$2.69M	0.03%	451
2017 Q1	$2.15M	Buy	42,603 +6,740	+19%	+$339K	0.01%	711
2016 Q4	$1.8M	Buy	35,863 +1,038	+3%	+$52.3K	0.01%	745
2016 Q3	$1.77M	Buy	+34,825	New	+$1.77M	0.01%	735

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services's SLQD Position: Q1 2026 in Review

Commonwealth Equity Services increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 24% in Q1 2026, buying an estimated $1.87M and bringing the position to 191,024 shares worth $9.64M. The position accounts for 0.01% of the portfolio, ranked #902.

Commonwealth Equity Services first reported a position in SLQD in Q3 2016 and has held it in 39 quarters since. The position peaked at $11.8M in Q2 2023. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Commonwealth Equity Services held 191,024 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $9.64M as of Q1 2026.
Commonwealth Equity Services bought 36,931 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.87M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #902 holding.
Commonwealth Equity Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2016 and has held it in 39 quarters since.
Commonwealth Equity Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $11.8M in Q2 2023.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.