DWA
SLQD icon

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

Davis Wealth Advisors’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 		$305K Hold
6,049
– – 0.24% 62
2026
Q1 		$305K Sell
6,049
-61
-1% -$3.09K 0.25% 59
2025
Q4 		$310K Buy
+6,110
New +$310K 0.26% 59

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
BI
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Davis Wealth Advisors's SLQD Position: Q2 2026 in Review

Davis Wealth Advisors held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 6,049 shares worth $305K. The position accounts for 0.24% of the portfolio, ranked #62.

Davis Wealth Advisors first reported a position in SLQD in Q4 2025 and has held it in 3 quarters since. The position peaked at $310K in Q4 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Davis Wealth Advisors held 6,049 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $305K as of Q2 2026.
  • Davis Wealth Advisors left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.24% of Davis Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Davis Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Davis Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $310K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.