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

EverSource 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
2026 Q2	$101	Hold	2	–	–	﹤0.01%	4305
2026 Q1	$101	Hold	2	–	–	﹤0.01%	4267
2025 Q4	$101	Hold	2	–	–	﹤0.01%	4102
2025 Q3	$102	Hold	2	–	–	﹤0.01%	4199
2025 Q2	$101	Hold	2	–	–	﹤0.01%	4130
2025 Q1	$101	Hold	2	–	–	﹤0.01%	3831
2024 Q4	$99	Buy	+2	New	+$100	﹤0.01%	3545

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

EverSource Wealth Advisors's SLQD Position: Q2 2026 in Review

EverSource Wealth Advisors held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 2 shares worth $101. The position accounts for ﹤0.01% of the portfolio, ranked #4305.

EverSource Wealth Advisors first reported a position in SLQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $102 in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

EverSource Wealth Advisors held 2 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $101 as of Q2 2026.
EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q2 2026, its #4305 holding.
EverSource Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $102 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.