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

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

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. 252 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.
252 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.