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 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 $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Focus Partners Advisor Solutions's SLQD Position: Q1 2026 in Review

Focus Partners Advisor Solutions sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2026, closing a stake of 54,006 shares — an estimated $2.74M sold.

Focus Partners Advisor Solutions first reported a position in SLQD in Q4 2022 and held it in 10 quarters. The position peaked at $4.64M in Q3 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Focus Partners Advisor Solutions reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 54,006 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.74M.
Focus Partners Advisor Solutions first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 10 quarters.
Focus Partners Advisor Solutions's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $4.64M in Q3 2025.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.