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

Global Wealth Management Investment Advisory’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 		$13.4M Buy
264,985
+6,388
+2% +$324K 2.1% 13
2025
Q4 		$13.1M Buy
258,597
+20,505
+9% +$1.04M 2.1% 12
2025
Q3 		$12.1M Buy
238,092
+9,394
+4% +$475K 2.03% 13
2025
Q2 		$11.6M Buy
228,698
+2,181
+1% +$109K 2.17% 13
2025
Q1 		$11.4M Sell
226,517
-34,903
-13% -$1.74M 2.28% 10
2024
Q4 		$13M Buy
261,420
+13,079
+5% +$653K 2.68% 7
2024
Q3 		$12.5M Buy
248,341
+7,977
+3% +$398K 2.7% 7
2024
Q2 		$11.8M Buy
240,364
+3,081
+1% +$151K 2.75% 7
2024
Q1 		$11.7M Buy
237,283
+7,663
+3% +$376K 2.86% 6
2023
Q4 		$11.3M Buy
229,620
+5,933
+3% +$287K 2.9% 5
2023
Q3 		$10.7M Buy
223,687
+10,442
+5% +$502K 3.01% 5
2023
Q2 		$10.3M Buy
213,245
+18,712
+10% +$905K 2.82% 5
2023
Q1 		$9.43M Buy
194,533
+15,749
+9% +$758K 2.84% 5
2022
Q4 		$8.56M Buy
178,784
+9,741
+6% +$464K 2.78% 5
2022
Q3 		$8.01M Buy
169,043
+6,773
+4% +$328K 2.86% 5
2022
Q2 		$7.86M Buy
162,270
+17,141
+12% +$835K 2.65% 4
2022
Q1 		$7.16M Buy
145,129
+14,092
+11% +$706K 2.13% 10
2021
Q4 		$6.69M Buy
131,037
+13,027
+11% +$668K 2.01% 12
2021
Q3 		$6.1M Buy
118,010
+15,797
+15% +$818K 1.93% 12
2021
Q2 		$5.3M Buy
102,213
+6,691
+7% +$347K 1.76% 13
2021
Q1 		$4.95M Buy
95,522
+12,232
+15% +$636K 1.78% 13
2020
Q4 		$4.35M Buy
83,290
+2,447
+3% +$127K 1.69% 13
2020
Q3 		$4.21M Buy
80,843
+2,662
+3% +$139K 1.82% 13
2020
Q2 		$4.08M Buy
78,181
+5,717
+8% +$294K 1.74% 14
2020
Q1 		$3.63M Sell
72,464
-12,159
-14% -$616K 1.83% 15
2019
Q4 		$4.32M Buy
84,623
+4,713
+6% +$241K 1.83% 14
2019
Q3 		$4.09M Buy
79,910
+10,517
+15% +$536K 1.87% 14
2019
Q2 		$3.54M Buy
69,393
+18,917
+37% +$955K 1.71% 16
2019
Q1 		$2.55M Buy
50,476
+26,799
+113% +$1.34M 1.32% 25
2018
Q4 		$1.17M Buy
+23,677
New +$1.17M 0.68% 55

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 $4.13B AUM 32.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Wealth Management Investment Advisory's SLQD Position: Q1 2026 in Review

Global Wealth Management Investment Advisory increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 2.5% in Q1 2026, buying an estimated $324K and bringing the position to 264,985 shares worth $13.4M. The position accounts for 2.1% of the portfolio, ranked #13.

Global Wealth Management Investment Advisory first reported a position in SLQD in Q4 2018 and has held it in 30 quarters since. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Global Wealth Management Investment Advisory held 264,985 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $13.4M as of Q1 2026.
  • Global Wealth Management Investment Advisory bought 6,388 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $324K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 2.1% of Global Wealth Management Investment Advisory's portfolio in Q1 2026, its #13 holding.
  • Global Wealth Management Investment Advisory first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.