Focus Partners Advisor Solutions’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Focus Partners Advisor Solutions’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	$2.67M	Buy	+52,937	New	+$2.67M	0.02%	308
2026 Q1	–	Sell	-54,006	Closed	-$2.74M	–	1352
2025 Q4	$2.74M	Sell	54,006 -37,565	-41%	-$1.91M	0.03%	248
2025 Q3	$4.64M	Buy	91,571 +44,030	+93%	+$2.23M	0.05%	184
2025 Q2	$2.41M	Sell	47,541 -2,592	-5%	-$130K	0.03%	249
2025 Q1	$2.52M	Buy	50,133 +15,759	+46%	+$787K	0.04%	224
2024 Q4	$1.71M	Sell	34,374 -3,724	-10%	-$186K	0.03%	247
2024 Q3	$1.92M	Buy	38,098 +1,503	+4%	+$75K	0.04%	203
2024 Q2	$1.8M	Sell	36,595 -137	-0.4%	-$6.72K	0.05%	178
2024 Q1	$1.81M	Buy	+36,732	New	+$1.8M	0.05%	167
2023 Q2	–	Sell	-6,641	Closed	-$322K	–	401
2023 Q1	$322K	Buy	6,641 +1,521	+30%	+$73.2K	0.02%	266
2022 Q4	$245K	Buy	+5,120	New	+$244K	0.02%	288

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

Focus Partners Advisor Solutions's SLQD Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026: 52,937 shares worth $2.67M. The stake represents 0.02% of the portfolio and ranks #308 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in SLQD as recently as Q4 2025.

Focus Partners Advisor Solutions first reported a position in SLQD in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.64M in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Focus Partners Advisor Solutions held 52,937 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.67M as of Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Focus Partners Advisor Solutions position in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #308 holding.
Focus Partners Advisor Solutions first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Focus Partners Advisor Solutions's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $4.64M 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 Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.