Creative Financial Designs’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.6M | Sell |
448,811
-20,776
| -4% | -$1.05M | 1.08% | 21 |
|
|
2026
Q1 | $23.7M | Sell |
469,587
-18,945
| -4% | -$960K | 1.44% | 14 |
|
|
2025
Q4 | $24.8M | Buy |
488,532
+24,974
| +5% | +$1.27M | 1.56% | 13 |
|
|
2025
Q3 | $23.6M | Buy |
463,558
+20,790
| +5% | +$1.05M | 1.58% | 12 |
|
|
2025
Q2 | $22.4M | Buy |
442,768
+19,383
| +5% | +$973K | 1.61% | 13 |
|
|
2025
Q1 | $21.3M | Buy |
423,385
+13,947
| +3% | +$697K | 1.7% | 11 |
|
|
2024
Q4 | $20.4M | Buy |
409,438
+28,743
| +8% | +$1.43M | 1.65% | 15 |
|
|
2024
Q3 | $19.2M | Buy |
380,695
+23,786
| +7% | +$1.19M | 1.62% | 13 |
|
|
2024
Q2 | $17.6M | Buy |
356,909
+15,241
| +4% | +$748K | 1.57% | 12 |
|
|
2024
Q1 | $16.8M | Buy |
341,668
+25,794
| +8% | +$1.27M | 1.59% | 11 |
|
|
2023
Q4 | $15.5M | Buy |
315,874
+3,307
| +1% | +$160K | 1.58% | 11 |
|
|
2023
Q3 | $15M | Buy |
312,567
+33,549
| +12% | +$1.61M | 1.75% | 11 |
|
|
2023
Q2 | $13.5M | Buy |
279,018
+18,601
| +7% | +$899K | 1.58% | 12 |
|
|
2023
Q1 | $12.6M | Sell |
260,417
-33,237
| -11% | -$1.6M | 1.65% | 9 |
|
|
2022
Q4 | $14.1M | Sell |
293,654
-3,815
| -1% | -$182K | 2.08% | 7 |
|
|
2022
Q3 | $14.1M | Buy |
297,469
+37,236
| +14% | +$1.8M | 2.3% | 9 |
|
|
2022
Q2 | $12.6M | Buy |
260,233
+258,629
| +16,124% | +$12.6M | 2.07% | 8 |
|
|
2022
Q1 | $79K | Buy |
1,604
+830
| +107% | +$41.6K | 0.01% | 468 |
|
|
2021
Q4 | $40K | Sell |
774
-408
| -35% | -$20.9K | 0.01% | 613 |
|
|
2021
Q3 | $61K | Sell |
1,182
-297
| -20% | -$15.4K | 0.01% | 564 |
|
|
2021
Q2 | $77K | Buy |
1,479
+491
| +50% | +$25.5K | 0.01% | 497 |
|
|
2021
Q1 | $51K | Buy |
988
+399
| +68% | +$20.7K | 0.01% | 563 |
|
|
2020
Q4 | $31K | Buy |
589
+89
| +18% | +$4.64K | 0.01% | 618 |
|
|
2020
Q3 | $26K | Hold |
500
| – | – | 0.01% | 608 |
|
|
2020
Q2 | $26K | Buy |
+500
| New | +$25.7K | 0.01% | 548 |
|
|
2019
Q2 | – | Sell |
-766
| Closed | -$39K | – | 598 |
|
|
2019
Q1 | $39K | Sell |
766
-64,171
| -99% | -$3.21M | 0.02% | 240 |
|
|
2018
Q4 | $3.22M | Buy |
64,937
+3,132
| +5% | +$155K | 2.33% | 9 |
|
|
2018
Q3 | $3.07M | Buy |
61,805
+8,506
| +16% | +$422K | 1.76% | 12 |
|
|
2018
Q2 | $2.64M | Buy |
53,299
+8,102
| +18% | +$402K | 1.55% | 13 |
|
|
2018
Q1 | $2.25M | Buy |
45,197
+16,501
| +58% | +$823K | 1.44% | 17 |
|
|
2017
Q4 | $1.44M | Buy |
28,696
+8,510
| +42% | +$429K | 0.98% | 28 |
|
|
2017
Q3 | $1.02M | Buy |
20,186
+12,143
| +151% | +$614K | 0.59% | 49 |
|
|
2017
Q2 | $406K | Buy |
8,043
+5,651
| +236% | +$285K | 0.26% | 88 |
|
|
2017
Q1 | $121K | Buy |
+2,392
| New | +$120K | 0.09% | 168 |
|
Other funds holding SLQD
Creative Financial Designs's SLQD Position: Q2 2026 in Review
Creative Financial Designs reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 4.4% in Q2 2026, selling an estimated $1.05M and leaving 448,811 shares worth $22.6M. The position accounts for 1.08% of the portfolio, ranked #21.
Creative Financial Designs first reported a position in SLQD in Q1 2017 and has held it in 34 quarters since. The position peaked at $24.8M in Q4 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.
- Creative Financial Designs held 448,811 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $22.6M as of Q2 2026.
- Creative Financial Designs sold 20,776 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.05M.
- iShares 0-5 Year Investment Grade Corporate Bond ETF made up 1.08% of Creative Financial Designs's portfolio in Q2 2026, its #21 holding.
- Creative Financial Designs first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 34 quarters since.
- Creative Financial Designs's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $24.8M 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 Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.