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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GeoWealth Management's SLQD Position: Q1 2026 in Review

GeoWealth Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.28% in Q1 2026, selling an estimated $2.33K and leaving 16,110 shares worth $813K. The position accounts for 0.03% of the portfolio, ranked #353.

GeoWealth Management first reported a position in SLQD in Q4 2023 and has held it in 10 quarters since. The position peaked at $890K in Q2 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • GeoWealth Management held 16,110 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $813K as of Q1 2026.
  • GeoWealth Management sold 46 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.33K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #353 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 10 quarters since.
  • GeoWealth Management'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 GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.