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

GC Wealth Management RIA’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
-16,156
Closed -$819K – 554
2025
Q4 		$819K Sell
16,156
-1,111
-6% -$56.4K 0.03% 264
2025
Q3 		$878K Sell
17,267
-329
-2% -$16.6K 0.03% 378
2025
Q2 		$890K Buy
17,596
+1,669
+10% +$83.8K 0.07% 221
2025
Q1 		$801K Buy
15,927
+7,889
+98% +$394K 0.15% 132
2024
Q4 		$400K Sell
8,038
-29
-0.4% -$1.45K 0.07% 203
2024
Q3 		$407K Buy
8,067
+889
+12% +$44.4K 0.07% 216
2024
Q2 		$354K Buy
7,178
+664
+10% +$32.6K 0.07% 208
2024
Q1 		$321K Buy
6,514
+1,647
+34% +$80.9K 0.06% 214
2023
Q4 		$239K Buy
+4,867
New +$235K 0.11% 189

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GC Wealth Management RIA's SLQD Position: Q1 2026 in Review

GC Wealth Management RIA sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2026, closing a stake of 16,156 shares — an estimated $819K sold.

GC Wealth Management RIA first reported a position in SLQD in Q4 2023 and held it in 9 quarters. The position peaked at $890K in Q2 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • GC Wealth Management RIA reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • GC Wealth Management RIA sold 16,156 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $819K.
  • GC Wealth Management RIA first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
  • GC Wealth Management RIA's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $890K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on GC Wealth Management RIA's 13F filing for Q1 2026, filed 14 May 2026.