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SLQD icon

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

FC Advisory’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
Q3 		$982K Buy
19,840
+251
+1% +$12.6K 0.26% 57
2026
Q2 		$987K Buy
19,589
+114
+0.6% +$5.74K 0.26% 56
2026
Q1 		$983K Sell
19,475
-401
-2% -$20.3K 0.29% 53
2025
Q4 		$1.01M Buy
19,876
+153
+0.8% +$7.76K 0.29% 51
2025
Q3 		$1M Buy
19,723
+111
+0.6% +$5.62K 0.29% 50
2025
Q2 		$992K Buy
19,612
+108
+0.6% +$5.42K 0.31% 49
2025
Q1 		$981K Buy
19,504
+68
+0.3% +$3.4K 0.33% 46
2024
Q4 		$967K Buy
19,436
+133
+0.7% +$6.64K 0.32% 44
2024
Q3 		$973K Buy
19,303
+282
+1% +$14.1K 0.33% 45
2024
Q2 		$937K Buy
19,021
+10,329
+119% +$507K 0.34% 45
2024
Q1 		$428K Buy
8,692
+410
+5% +$20.1K 0.16% 74
2023
Q4 		$407K Buy
8,282
+1,931
+30% +$93.3K 0.16% 75
2023
Q3 		$305K Sell
6,351
-240
-4% -$11.5K 0.13% 83
2023
Q2 		$318K Buy
6,591
+45
+0.7% +$2.18K 0.13% 80
2023
Q1 		$317K Buy
6,546
+27
+0.4% +$1.3K 0.14% 77
2022
Q4 		$312K Sell
6,519
-3,484
-35% -$166K 0.15% 73
2022
Q3 		$474K Sell
10,003
-3,333
-25% -$161K 0.24% 53
2022
Q2 		$646K Buy
+13,336
New +$650K 0.31% 43

Other funds holding SLQD

WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

FC Advisory's SLQD Position: Q3 2026 in Review

FC Advisory increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 1.3% in Q3 2026, buying an estimated $12.6K and bringing the position to 19,840 shares worth $982K. The position accounts for 0.26% of the portfolio, ranked #57.

FC Advisory first reported a position in SLQD in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.01M in Q4 2025. 20 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

  • FC Advisory held 19,840 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $982K as of Q3 2026.
  • FC Advisory bought 251 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $12.6K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.26% of FC Advisory's portfolio in Q3 2026, its #57 holding.
  • FC Advisory first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • FC Advisory's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.01M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.