CFD
SLQD icon

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

Creative Financial Designs’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 		$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 		$2.65M 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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
BI
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Financial Designs's SLQD Position: Q1 2026 in Review

Creative Financial Designs reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 3.9% in Q1 2026, selling an estimated $960K and leaving 469,587 shares worth $23.7M. The position accounts for 1.44% of the portfolio, ranked #14.

Creative Financial Designs first reported a position in SLQD in Q1 2017 and has held it in 33 quarters since. The position peaked at $24.8M in Q4 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Creative Financial Designs held 469,587 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $23.7M as of Q1 2026.
  • Creative Financial Designs sold 18,945 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $960K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 1.44% of Creative Financial Designs's portfolio in Q1 2026, its #14 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 33 quarters since.
  • Creative Financial Designs's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $24.8M in Q4 2025.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.