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SLQD icon

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

DecisionPoint Financial’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 		$4.81M Sell
95,886
-320
-0.3% -$16.1K 0.89% 14
2026
Q1 		$4.86M Buy
96,206
+2,660
+3% +$135K 1.05% 13
2025
Q4 		$4.74M Sell
93,546
-3,504
-4% -$178K 1.04% 13
2025
Q3 		$4.92M Sell
97,050
-5,395
-5% -$273K 1.15% 14
2025
Q2 		$5.16M Sell
102,445
-2,719
-3% -$136K 1.32% 14
2025
Q1 		$5.29M Sell
105,164
-4,576
-4% -$229K 1.53% 12
2024
Q4 		$5.46M Buy
109,740
+661
+0.6% +$33K 1.67% 12
2024
Q3 		$5.5M Sell
109,079
-1,104
-1% -$55.1K 1.74% 12
2024
Q2 		$5.48M Buy
110,183
+7,629
+7% +$374K 1.84% 12
2024
Q1 		$5.01M Sell
102,554
-125
-0.1% -$6.14K 2% 11
2023
Q4 		$5.05M Sell
102,679
-720
-0.7% -$34.8K 2.17% 9
2023
Q3 		$4.96M Sell
103,399
-70
-0.1% -$3.37K 2.59% 8
2023
Q2 		$4.99M Sell
103,469
-4,764
-4% -$230K 2.6% 8
2023
Q1 		$5.25M Buy
108,233
+18
+0% +$867 3.03% 8
2022
Q4 		$5.18M Buy
+108,215
New +$5.15M 3.15% 8

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

DecisionPoint Financial's SLQD Position: Q2 2026 in Review

DecisionPoint Financial reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.33% in Q2 2026, selling an estimated $16.1K and leaving 95,886 shares worth $4.81M. The position accounts for 0.89% of the portfolio, ranked #14.

DecisionPoint Financial first reported a position in SLQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.5M in Q3 2024. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • DecisionPoint Financial held 95,886 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $4.81M as of Q2 2026.
  • DecisionPoint Financial sold 320 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $16.1K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.89% of DecisionPoint Financial's portfolio in Q2 2026, its #14 holding.
  • DecisionPoint Financial first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • DecisionPoint Financial's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $5.5M in Q3 2024.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.