GSWM
SLQD icon

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

Greenup Street Wealth 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 		$769K Sell
15,275
-443,014
-97% -$22.3M 0.09% 80
2026
Q1 		$23.1M Sell
458,289
-7,920
-2% -$401K 3.26% 8
2025
Q4 		$23.6M Sell
466,209
-402,142
-46% -$20.4M 3.41% 7
2025
Q3 		$44.1M Buy
868,351
+151,092
+21% +$7.65M 6.78% 5
2025
Q2 		$36.3M Sell
717,259
-42,258
-6% -$2.12M 6.32% 4
2025
Q1 		$38.2M Buy
759,517
+128,062
+20% +$6.4M 7.57% 4
2024
Q4 		$31.4M Buy
631,455
+297,120
+89% +$14.8M 6.24% 4
2024
Q3 		$16.9M Buy
334,335
+30,379
+10% +$1.52M 3.48% 7
2024
Q2 		$15M Sell
303,956
-6,903
-2% -$339K 3.52% 7
2024
Q1 		$15.3M Buy
310,859
+39,535
+15% +$1.94M 3.84% 6
2023
Q4 		$13.3M Buy
271,324
+22,761
+9% +$1.1M 3.71% 7
2023
Q3 		$11.9M Buy
248,563
+127,912
+106% +$6.15M 3.89% 7
2023
Q2 		$5.82M Sell
120,651
-14,214
-11% -$687K 1.59% 17
2023
Q1 		$6.54M Buy
134,865
+111,241
+471% +$5.36M 2.3% 10
2022
Q4 		$1.13M Buy
+23,624
New +$1.13M 0.47% 44
2022
Q3 		– Sell
-8,209
Closed -$398K – 84
2022
Q2 		$398K Buy
+8,209
New +$400K 0.19% 65

Other funds holding SLQD

LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CNB
Camden National Bank Camden, Maine $767M AUM 14.32% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Greenup Street Wealth Management's SLQD Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 97% in Q2 2026, selling an estimated $22.3M and leaving 15,275 shares worth $769K. The position accounts for 0.09% of the portfolio, ranked #80.

Greenup Street Wealth Management first reported a position in SLQD in Q2 2022 and has held it in 16 quarters since. The position peaked at $44.1M in Q3 2025. 134 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Greenup Street Wealth Management held 15,275 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $769K as of Q2 2026.
  • Greenup Street Wealth Management sold 443,014 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $22.3M.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Greenup Street Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Greenup Street Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Greenup Street Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $44.1M in Q3 2025.
  • 134 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.