BPI
SLQD icon

BFC Planning, Inc.’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

BFC Planning, Inc.’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 		$44.6K Hold
886
– – ﹤0.01% 1613
2026
Q1 		$44.7K Hold
886
– – ﹤0.01% 1385
2025
Q4 		$44.9K Hold
886
– – ﹤0.01% 1413
2025
Q3 		$45K Buy
+886
New +$44.8K ﹤0.01% 1231

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 $64.1B AUM 28.9% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
MAI Capital Management
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
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Bramshill Investments
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFC Planning, Inc.'s SLQD Position: Q2 2026 in Review

BFC Planning, Inc. held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 886 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

BFC Planning, Inc. first reported a position in SLQD in Q3 2025 and has held it in 4 quarters since. The position peaked at $45K in Q3 2025. 254 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • BFC Planning, Inc. held 886 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $44.6K as of Q2 2026.
  • BFC Planning, Inc. left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1613 holding.
  • BFC Planning, Inc. first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $45K in Q3 2025.
  • 254 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.