Creative Planning
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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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$301K Buy
2022
Q4 		– Sell
2022
Q3 		$472K Hold
2022
Q2 		$483K Buy
2022
Q1 		$346K Buy
2018
Q2 		– Sell
2018
Q1 		$9.08M Buy
2017
Q3 		– Sell
2017
Q2 		$51K Hold
2017
Q1 		$50K Buy