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Garden State Investment Advisory Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Garden State Investment Advisory Services’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 		$1.23M Buy
24,379
+253
+1% +$12.7K 0.22% 93
2026
Q1 		$1.22M Sell
24,126
-57
-0.2% -$2.89K 0.27% 83
2025
Q4 		$1.23M Sell
24,183
-980
-4% -$49.7K 0.27% 76
2025
Q3 		$1.28M Buy
25,163
+1,143
+5% +$57.8K 0.28% 72
2025
Q2 		$1.22M Sell
24,020
-164
-0.7% -$8.23K 0.31% 70
2025
Q1 		$1.22M Buy
24,184
+667
+3% +$33.3K 0.39% 63
2024
Q4 		$1.17M Buy
23,517
+279
+1% +$13.9K 0.35% 61
2024
Q3 		$1.17M Sell
23,238
-17
-0.1% -$848 0.38% 59
2024
Q2 		$1.15M Buy
23,255
+3,088
+15% +$151K 0.4% 57
2024
Q1 		$993K Buy
20,167
+1,313
+7% +$64.5K 0.36% 55
2023
Q4 		$928K Sell
18,854
-102
-0.5% -$4.93K 0.37% 55
2023
Q3 		$910K Sell
18,956
-2,361
-11% -$114K 0.42% 54
2023
Q2 		$1.03M Buy
21,317
+5,116
+32% +$247K 0.4% 47
2023
Q1 		$785K Buy
16,201
+5,138
+46% +$247K 0.34% 57
2022
Q4 		$529K Buy
+11,063
New +$527K 0.31% 69

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

Garden State Investment Advisory Services's SLQD Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 1% in Q2 2026, buying an estimated $12.7K and bringing the position to 24,379 shares worth $1.23M. The position accounts for 0.22% of the portfolio, ranked #93.

Garden State Investment Advisory Services first reported a position in SLQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.28M in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Garden State Investment Advisory Services held 24,379 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.23M as of Q2 2026.
  • Garden State Investment Advisory Services bought 253 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.7K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.22% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #93 holding.
  • Garden State Investment Advisory Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Garden State Investment Advisory Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.28M 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 Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.