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

Delta 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
2024
Q2 		– Sell
-6,384
Closed -$314K – 50
2024
Q1 		$314K Buy
+6,384
New +$314K 0.32% 40

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Delta Wealth Advisors's SLQD Position: Q2 2024 in Review

Delta Wealth Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2024, closing a stake of 6,384 shares — an estimated $314K sold.

Delta Wealth Advisors first reported a position in SLQD in Q1 2024 and held it in 1 quarter. The position peaked at $314K in Q1 2024. 235 funds tracked by Wall St. Rank hold SLQD as of Q2 2024.

  • Delta Wealth Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Delta Wealth Advisors sold 6,384 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $314K.
  • Delta Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Delta Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $314K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Delta Wealth Advisors's 13F filing for Q2 2024, filed 10 Oct 2025.