Financial Engines Advisors
SLQD icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors's SLQD Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 8.5% in Q1 2026, selling an estimated $581K and leaving 123,774 shares worth $6.25M. The position accounts for 0.01% of the portfolio, ranked #124.

Financial Engines Advisors first reported a position in SLQD in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.21M in Q4 2022. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Financial Engines Advisors held 123,774 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $6.25M as of Q1 2026.
  • Financial Engines Advisors sold 11,466 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $581K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #124 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 16 quarters since.
  • Financial Engines Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $9.21M in Q4 2022.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.