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

Financial Engines 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	$6.4M	Buy	127,022 +3,248	+3%	+$164K	0.01%	134
2026 Q1	$6.25M	Sell	123,774 -11,466	-8%	-$581K	0.01%	124
2025 Q4	$6.86M	Buy	135,240 +14,203	+12%	+$721K	0.01%	128
2025 Q3	$6.15M	Buy	121,037 +6,336	+6%	+$321K	0.01%	137
2025 Q2	$5.8M	Sell	114,701 -7,073	-6%	-$355K	0.01%	133
2025 Q1	$6.12M	Sell	121,774 -7,387	-6%	-$369K	0.01%	118
2024 Q4	$6.42M	Sell	129,161 -3,470	-3%	-$173K	0.01%	121
2024 Q3	$6.69M	Buy	132,631 +15	+0%	+$748	0.01%	105
2024 Q2	$6.53M	Sell	132,616 -1,154	-0.9%	-$56.6K	0.01%	101
2024 Q1	$6.58M	Sell	133,770 -13,245	-9%	-$651K	0.01%	94
2023 Q4	$7.23M	Sell	147,015 -6,951	-5%	-$336K	0.02%	89
2023 Q3	$7.39M	Sell	153,966 -2,593	-2%	-$125K	0.02%	77
2023 Q2	$7.55M	Buy	156,559 +9,037	+6%	+$437K	0.02%	79
2023 Q1	$7.15M	Sell	147,522 -44,837	-23%	-$2.16M	0.02%	83
2022 Q4	$9.21M	Buy	192,359 +8,357	+5%	+$398K	0.03%	84
2022 Q3	$8.72M	Buy	184,002 +14,574	+9%	+$706K	0.03%	78
2022 Q2	$8.21M	Buy	+169,428	New	+$8.26M	0.03%	80

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

Financial Engines Advisors's SLQD Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 2.6% in Q2 2026, buying an estimated $164K and bringing the position to 127,022 shares worth $6.4M. The position accounts for 0.01% of the portfolio, ranked #134.

Financial Engines Advisors first reported a position in SLQD in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.21M in Q4 2022. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Financial Engines Advisors held 127,022 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $6.4M as of Q2 2026.
Financial Engines Advisors bought 3,248 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $164K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #134 holding.
Financial Engines Advisors 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.
Financial Engines Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $9.21M in Q4 2022.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.