Cosner Financial Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Cosner Financial Group’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	$1.64M	Hold	32,565	–	–	0.84%	17
2026 Q1	$1.64M	Hold	32,565	–	–	0.9%	17
2025 Q4	$1.65M	Sell	32,565 -2,179	-6%	-$111K	0.84%	18
2025 Q3	$1.77M	Hold	34,744	–	–	0.95%	16
2025 Q2	$1.76M	Hold	34,744	–	–	0.98%	18
2025 Q1	$1.75M	Buy	34,744 +78	+0.2%	+$3.9K	1.07%	15
2024 Q4	$1.72M	Hold	34,666	–	–	1.09%	15
2024 Q3	$1.75M	Hold	34,666	–	–	1.13%	15
2024 Q2	$1.71M	Sell	34,666 -7,875	-19%	-$386K	1.21%	14
2024 Q1	$2.09M	Hold	42,541	–	–	1.5%	14
2023 Q4	$2.09M	Sell	42,541 -2,035	-5%	-$98.4K	1.77%	13
2023 Q3	$2.14M	Sell	44,576 -1	-0%	-$48	1.89%	14
2023 Q2	$2.15M	Buy	+44,577	New	+$2.16M	1.77%	15

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

Cosner Financial Group's SLQD Position: Q2 2026 in Review

Cosner Financial Group held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 32,565 shares worth $1.64M. The position accounts for 0.84% of the portfolio, ranked #17.

Cosner Financial Group first reported a position in SLQD in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.15M in Q2 2023. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Cosner Financial Group held 32,565 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.64M as of Q2 2026.
Cosner Financial Group left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.84% of Cosner Financial Group's portfolio in Q2 2026, its #17 holding.
Cosner Financial Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Cosner Financial Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.15M in Q2 2023.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cosner Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.