Global Retirement Partners’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Global Retirement Partners’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	$168K	Buy	+3,326	New	+$168K	﹤0.01%	1689
2025 Q4	$193K	Sell	3,804 -383	-9%	-$19.4K	﹤0.01%	1492
2025 Q3	$213K	Buy	4,187 +500	+14%	+$25.3K	﹤0.01%	1138
2025 Q2	$187K	Buy	+3,687	New	+$185K	﹤0.01%	1133
2024 Q4	$134K	Hold	2,687	–	–	﹤0.01%	1134
2024 Q3	$136K	Buy	2,687 +547	+26%	+$27.3K	﹤0.01%	1081
2024 Q2	$105K	Hold	2,140	–	–	﹤0.01%	1166
2024 Q1	$105K	Hold	2,140	–	–	﹤0.01%	1059
2023 Q4	$105K	Buy	2,140 +100	+5%	+$4.83K	﹤0.01%	1009
2023 Q3	$97.5K	Hold	2,040	–	–	﹤0.01%	947
2023 Q2	$98.3K	Hold	2,040	–	–	﹤0.01%	959
2023 Q1	$99.1K	Hold	2,040	–	–	0.01%	920
2022 Q4	$97.6K	Sell	2,040 -1,079	-35%	-$51.4K	0.01%	823
2022 Q3	$148K	Sell	3,119 -77	-2%	-$3.73K	0.01%	659
2022 Q2	$155K	Sell	3,196 -38	-1%	-$1.85K	0.01%	625
2022 Q1	$158K	Buy	+3,234	New	+$162K	0.01%	615

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

Global Retirement Partners's SLQD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026: 3,326 shares worth $168K. The stake represents ﹤0.01% of the portfolio and ranks #1689 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SLQD as recently as Q4 2025.

Global Retirement Partners first reported a position in SLQD in Q1 2022 and has held it in 16 quarters since. The position peaked at $213K in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Global Retirement Partners held 3,326 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $168K as of Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Global Retirement Partners position in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1689 holding.
Global Retirement Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $213K 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.