Envestnet Portfolio Solutions’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-12,927	Closed	-$655K	–	1482
2025 Q4	$655K	Sell	12,927 -16	-0.1%	-$812	﹤0.01%	934
2025 Q3	$658K	Sell	12,943 -501	-4%	-$25.4K	﹤0.01%	914
2025 Q2	$680K	Sell	13,444 -7,456	-36%	-$374K	﹤0.01%	959
2025 Q1	$1.05M	Buy	20,900 +4,930	+31%	+$246K	﹤0.01%	776
2024 Q4	$794K	Sell	15,970 -501	-3%	-$25K	﹤0.01%	1031
2024 Q3	$831K	Sell	16,471 -74	-0.4%	-$3.69K	﹤0.01%	968
2024 Q2	$815K	Buy	16,545 +1,019	+7%	+$50K	﹤0.01%	934
2024 Q1	$764K	Buy	15,526 +365	+2%	+$17.9K	﹤0.01%	945
2023 Q4	$746K	Buy	15,161 +4,036	+36%	+$195K	﹤0.01%	888
2023 Q3	$534K	Buy	+11,125	New	+$535K	﹤0.01%	956

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions's SLQD Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2026, closing a stake of 12,927 shares — an estimated $655K sold.

Envestnet Portfolio Solutions first reported a position in SLQD in Q3 2023 and held it in 10 quarters. The position peaked at $1.05M in Q1 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 12,927 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $655K.
Envestnet Portfolio Solutions first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.05M in Q1 2025.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.