Focus Partners Wealth
SLQD icon

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

Focus Partners Wealth’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 		$252K Buy
4,996
+503
+11% +$25.3K ﹤0.01% 2362
2026
Q1 		$227K Buy
4,493
+5
+0.1% +$253 ﹤0.01% 2350
2025
Q4 		$228K Buy
+4,488
New +$228K ﹤0.01% 2382

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
BI
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth's SLQD Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 11% in Q2 2026, buying an estimated $25.3K and bringing the position to 4,996 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Focus Partners Wealth first reported a position in SLQD in Q4 2025 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Focus Partners Wealth held 4,996 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $252K as of Q2 2026.
  • Focus Partners Wealth bought 503 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $25.3K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2362 holding.
  • Focus Partners Wealth first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 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 Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.