DI
SLQD icon

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

Disciplined Investments’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 		$324K Buy
6,426
+22
+0.3% +$1.11K 0.1% 113
2026
Q1 		$323K Sell
6,404
-236
-4% -$12K 0.12% 107
2025
Q4 		$337K Sell
6,640
-1,274
-16% -$64.6K 0.13% 102
2025
Q3 		$402K Sell
7,914
-3,345
-30% -$169K 0.16% 93
2025
Q2 		$570K Buy
11,259
+20
+0.2% +$1K 0.24% 74
2025
Q1 		$565K Sell
11,239
-349
-3% -$17.4K 0.26% 76
2024
Q4 		$576K Sell
11,588
-1,917
-14% -$95.7K 0.28% 76
2024
Q3 		$681K Sell
13,505
-3,725
-22% -$186K 0.34% 69
2024
Q2 		$849K Buy
17,230
+5
+0% +$245 0.45% 57
2024
Q1 		$848K Sell
17,225
-3,382
-16% -$166K 0.46% 57
2023
Q4 		$1.01M Buy
20,607
+2,877
+16% +$139K 0.59% 50
2023
Q3 		$851K Sell
17,730
-692
-4% -$33.3K 0.52% 55
2023
Q2 		$888K Buy
18,422
+650
+4% +$31.4K 0.47% 54
2023
Q1 		$862K Sell
17,772
-189
-1% -$9.1K 0.36% 68
2022
Q4 		$860K Buy
17,961
+3,871
+27% +$184K 0.42% 60
2022
Q3 		$668K Sell
14,090
-197
-1% -$9.54K 0.31% 77
2022
Q2 		$692K Buy
14,287
+294
+2% +$14.3K 0.31% 73
2022
Q1 		$691K Buy
13,993
+6,351
+83% +$318K 0.29% 74
2021
Q4 		$390K Buy
7,642
+2
+0% +$103 0.17% 93
2021
Q3 		$395K Sell
7,640
-613
-7% -$31.7K 0.19% 87
2021
Q2 		$428K Buy
8,253
+1,737
+27% +$90.1K 0.22% 84
2021
Q1 		$337K Sell
6,516
-119
-2% -$6.18K 0.2% 87
2020
Q4 		$346K Buy
6,635
+413
+7% +$21.5K 0.23% 76
2020
Q3 		$324K Buy
6,222
+2
+0% +$104 0.24% 79
2020
Q2 		$324K Buy
6,220
+187
+3% +$9.62K 0.25% 76
2020
Q1 		$303K Sell
6,033
-12
-0.2% -$608 0.29% 71
2019
Q4 		$309K Buy
+6,045
New +$309K 0.26% 70

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

Disciplined Investments's SLQD Position: Q2 2026 in Review

Disciplined Investments increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.34% in Q2 2026, buying an estimated $1.11K and bringing the position to 6,426 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #113.

Disciplined Investments first reported a position in SLQD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.01M in Q4 2023. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Disciplined Investments held 6,426 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $324K as of Q2 2026.
  • Disciplined Investments bought 22 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.11K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.1% of Disciplined Investments's portfolio in Q2 2026, its #113 holding.
  • Disciplined Investments first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Disciplined Investments's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.01M in Q4 2023.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.