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

GFS Advisors’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	$898K	Buy	+2,380	New	+$120K	0.09%	113
2022 Q3	–	Sell	-9,600	Closed	-$465K	–	143
2022 Q2	$465K	Hold	9,600	–	–	0.1%	105
2022 Q1	$474K	Hold	9,600	–	–	0.1%	123
2021 Q4	$490K	Hold	9,600	–	–	0.08%	134
2021 Q3	$496K	Buy	+9,600	New	+$497K	0.11%	122

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GFS Advisors's SLQD Position: Q2 2026 in Review

GFS Advisors opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026: 2,380 shares worth $898K. The stake represents 0.09% of the portfolio and ranks #113 among its holdings. This is a return to the name: GFS Advisors previously reported a position in SLQD as recently as Q2 2022.

GFS Advisors first reported a position in SLQD in Q3 2021 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

GFS Advisors held 2,380 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $898K as of Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF was a new GFS Advisors position in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.09% of GFS Advisors's portfolio in Q2 2026, its #113 holding.
GFS Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 5 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 GFS Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.