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

CreativeOne Wealth’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	$210K	Buy	4,166 +14	+0.3%	+$705	﹤0.01%	1137
2026 Q1	$210K	Buy	+4,152	New	+$210K	﹤0.01%	1119
2022 Q4	–	Sell	-5,656	Closed	-$268K	–	772
2022 Q3	$268K	Buy	+5,656	New	+$274K	0.02%	579

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

CreativeOne Wealth's SLQD Position: Q2 2026 in Review

CreativeOne Wealth increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.34% in Q2 2026, buying an estimated $705 and bringing the position to 4,166 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

CreativeOne Wealth first reported a position in SLQD in Q3 2022 and has held it in 3 quarters since. The position peaked at $268K in Q3 2022. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

CreativeOne Wealth held 4,166 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $210K as of Q2 2026.
CreativeOne Wealth bought 14 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $705.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1137 holding.
CreativeOne Wealth first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 3 quarters since.
CreativeOne Wealth's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $268K in Q3 2022.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.