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

Fonville Wealth Management’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	$2.78M	Sell	55,173 -357	-0.6%	-$18K	0.45%	45
2026 Q1	$2.8M	Sell	55,530 -2,773	-5%	-$141K	0.53%	42
2025 Q4	$2.96M	Buy	58,303 +2,020	+4%	+$103K	0.6%	40
2025 Q3	$2.86M	Buy	56,283 +7,449	+15%	+$377K	0.64%	39
2025 Q2	$2.47M	Sell	48,834 -4,158	-8%	-$209K	0.63%	39
2025 Q1	$2.67M	Buy	52,992 +6,091	+13%	+$304K	0.79%	35
2024 Q4	$2.33M	Buy	46,901 +7,688	+20%	+$384K	0.77%	36
2024 Q3	$1.98M	Buy	39,213 +945	+2%	+$47.1K	0.68%	38
2024 Q2	$1.88M	Sell	38,268 -128	-0.3%	-$6.28K	0.75%	38
2024 Q1	$1.89M	Buy	38,396 +1,413	+4%	+$69.4K	0.84%	37
2023 Q4	$1.82M	Buy	+36,983	New	+$1.79M	0.97%	36

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

Fonville Wealth Management's SLQD Position: Q2 2026 in Review

Fonville Wealth Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.64% in Q2 2026, selling an estimated $18K and leaving 55,173 shares worth $2.78M. The position accounts for 0.45% of the portfolio, ranked #45.

Fonville Wealth Management first reported a position in SLQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.96M in Q4 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Fonville Wealth Management held 55,173 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.78M as of Q2 2026.
Fonville Wealth Management sold 357 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $18K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.45% of Fonville Wealth Management's portfolio in Q2 2026, its #45 holding.
Fonville Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Fonville Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.96M in Q4 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.