FA
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
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

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

FC Advisory's SLQD Position: Q2 2026 in Review

FC Advisory increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.59% in Q2 2026, buying an estimated $5.74K and bringing the position to 19,589 shares worth $987K. The position accounts for 0.26% of the portfolio, ranked #56.

FC Advisory first reported a position in SLQD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.01M in Q4 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • FC Advisory held 19,589 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $987K as of Q2 2026.
  • FC Advisory bought 114 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.74K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.26% of FC Advisory's portfolio in Q2 2026, its #56 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 17 quarters since.
  • FC Advisory's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.01M in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.