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

Creative Planning’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	$5.21M	Buy	+103,440	New	+$5.21M	﹤0.01%	1381
2025 Q1	–	Sell	-6,044	Closed	-$301K	–	3695
2024 Q4	$301K	Buy	+6,044	New	+$302K	﹤0.01%	2665
2022 Q4	–	Sell	-9,959	Closed	-$472K	–	2599
2022 Q3	$472K	Hold	9,959	–	–	﹤0.01%	1372
2022 Q2	$483K	Buy	9,959 +2,952	+42%	+$144K	﹤0.01%	1339
2022 Q1	$346K	Buy	+7,007	New	+$351K	﹤0.01%	1537
2018 Q2	–	Sell	-182,499	Closed	-$9.08M	–	2162
2018 Q1	$9.08M	Buy	+182,499	New	+$9.1M	0.04%	157
2017 Q3	–	Sell	-1,000	Closed	-$51K	–	3425
2017 Q2	$51K	Hold	1,000	–	–	﹤0.01%	2496
2017 Q1	$50K	Buy	+1,000	New	+$50.3K	﹤0.01%	2479

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

Creative Planning's SLQD Position: Q2 2026 in Review

Creative Planning opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026: 103,440 shares worth $5.21M. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings. This is a return to the name: Creative Planning previously reported a position in SLQD as recently as Q4 2024.

Creative Planning first reported a position in SLQD in Q1 2017 and has held it in 8 quarters since. The position peaked at $9.08M in Q1 2018. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Creative Planning held 103,440 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $5.21M as of Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Creative Planning position in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1381 holding.
Creative Planning first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 8 quarters since.
Creative Planning's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $9.08M in Q1 2018.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.