Financiere des Professionnels’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Financiere des Professionnels’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	$881K	Sell	17,500 -199,800	-92%	-$10.1M	0.05%	209
2026 Q1	$11M	Sell	217,300 -217,100	-50%	-$11M	0.64%	32
2025 Q4	$22M	Sell	434,400 -125,800	-22%	-$6.38M	1.25%	16
2025 Q3	$28.5M	Buy	560,200 +304,500	+119%	+$15.4M	1.64%	12
2025 Q2	$12.9M	Hold	255,700	–	–	0.78%	27
2025 Q1	$12.9M	Hold	255,700	–	–	0.83%	25
2024 Q4	$12.7M	Sell	255,700 -14,300	-5%	-$714K	0.89%	27
2024 Q3	$13.6M	Hold	270,000	–	–	0.93%	26
2024 Q2	$13.3M	Buy	270,000 +135,000	+100%	+$6.62M	1.04%	19
2024 Q1	$6.64M	Hold	135,000	–	–	0.54%	58
2023 Q4	$6.64M	Hold	135,000	–	–	0.58%	53
2023 Q3	$6.48M	Buy	+135,000	New	+$6.5M	0.62%	42

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

Financiere des Professionnels's SLQD Position: Q2 2026 in Review

Financiere des Professionnels reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 92% in Q2 2026, selling an estimated $10.1M and leaving 17,500 shares worth $881K. The position accounts for 0.05% of the portfolio, ranked #209.

Financiere des Professionnels first reported a position in SLQD in Q3 2023 and has held it in 12 quarters since. The position peaked at $28.5M in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Financiere des Professionnels held 17,500 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $881K as of Q2 2026.
Financiere des Professionnels sold 199,800 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $10.1M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Financiere des Professionnels's portfolio in Q2 2026, its #209 holding.
Financiere des Professionnels first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Financiere des Professionnels's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $28.5M 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 Financiere des Professionnels's 13F filing for Q2 2026, filed 5 Aug 2026.