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 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 $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CreativeOne Wealth's SLQD Position: Q1 2026 in Review

CreativeOne Wealth opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2026: 4,152 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in SLQD as recently as Q3 2022.

CreativeOne Wealth first reported a position in SLQD in Q3 2022 and has held it in 2 quarters since. The position peaked at $268K in Q3 2022. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

CreativeOne Wealth held 4,152 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $210K as of Q1 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF was a new CreativeOne Wealth position in Q1 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1119 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 2 quarters since.
CreativeOne Wealth's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $268K in Q3 2022.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.