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

EPG Wealth Management’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	$1.86K	Hold	37	–	–	﹤0.01%	315
2026 Q1	$1.87K	Hold	37	–	–	﹤0.01%	313
2025 Q4	$1.88K	Hold	37	–	–	﹤0.01%	310
2025 Q3	$1.88K	Hold	37	–	–	﹤0.01%	310
2025 Q2	$1.87K	Hold	37	–	–	﹤0.01%	305
2025 Q1	$1.86K	Hold	37	–	–	﹤0.01%	409
2024 Q4	$1.84K	Hold	37	–	–	﹤0.01%	416
2024 Q3	$1.87K	Buy	+37	New	+$1.85K	﹤0.01%	412
2024 Q2	–	Sell	-37	Closed	-$1.81K	–	434
2024 Q1	$1.82K	Hold	37	–	–	﹤0.01%	434
2023 Q4	$1.81K	Hold	37	–	–	﹤0.01%	413
2023 Q3	$1.78K	Hold	37	–	–	﹤0.01%	409
2023 Q2	$1.78K	Hold	37	–	–	﹤0.01%	400
2023 Q1	$1.79K	Buy	+37	New	+$1.78K	﹤0.01%	406

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

MCM

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

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

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EPG Wealth Management's SLQD Position: Q2 2026 in Review

EPG Wealth Management held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 37 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

EPG Wealth Management first reported a position in SLQD in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.88K in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

EPG Wealth Management held 37 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.86K as of Q2 2026.
EPG Wealth Management 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 ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #315 holding.
EPG Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
EPG Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.88K in Q3 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.