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

GeoWealth 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 		$912K Buy
18,104
+1,994
+12% +$100K 0.03% 346
2026
Q1 		$813K Sell
16,110
-46
-0.3% -$2.33K 0.03% 353
2025
Q4 		$819K Sell
16,156
-1,111
-6% -$56.4K 0.03% 327
2025
Q3 		$878K Sell
17,267
-329
-2% -$16.6K 0.03% 331
2025
Q2 		$890K Buy
17,596
+1,669
+10% +$83.8K 0.03% 283
2025
Q1 		$801K Buy
15,927
+7,888
+98% +$394K 0.03% 319
2024
Q4 		$400K Sell
8,039
-30
-0.4% -$1.5K 0.01% 529
2024
Q3 		$407K Buy
8,069
+889
+12% +$44.4K 0.01% 509
2024
Q2 		$354K Buy
7,180
+716
+11% +$35.1K 0.02% 536
2024
Q1 		$318K Buy
6,464
+478
+8% +$23.5K 0.01% 557
2023
Q4 		$294K Buy
+5,986
New +$289K 0.02% 417

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

GeoWealth Management's SLQD Position: Q2 2026 in Review

GeoWealth Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 12% in Q2 2026, buying an estimated $100K and bringing the position to 18,104 shares worth $912K. The position accounts for 0.03% of the portfolio, ranked #346.

GeoWealth Management first reported a position in SLQD in Q4 2023 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • GeoWealth Management held 18,104 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $912K as of Q2 2026.
  • GeoWealth Management bought 1,994 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $100K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #346 holding.
  • GeoWealth 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.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.