Harbor Asset Planning
SLQD icon

Harbor Asset Planning’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Harbor Asset Planning’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
Q3 		$11.6K Buy
234
+2
+0.9% +$100 0.01% 347
2026
Q2 		$11.7K Buy
232
+3
+1% +$151 0.01% 342
2026
Q1 		$11.6K Buy
229
+2
+0.9% +$101 0.01% 336
2025
Q4 		$11.5K Buy
227
+3
+1% +$152 0.01% 333
2025
Q3 		$11.4K Buy
224
+2
+0.9% +$101 0.01% 312
2025
Q2 		$11.2K Buy
+222
New +$11.1K 0.01% 312

Other funds holding SLQD

LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $704M AUM 30.39% 1-Year Est. Return
Alterna Wealth Management
Alterna Wealth Management Houston, Texas $180M AUM 9.58% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
DecisionPoint Financial
DecisionPoint Financial Mesa, Arizona $574M AUM 9.84% 1-Year Est. Return

Harbor Asset Planning's SLQD Position: Q3 2026 in Review

Harbor Asset Planning increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.86% in Q3 2026, buying an estimated $100 and bringing the position to 234 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #347.

Harbor Asset Planning first reported a position in SLQD in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.7K in Q2 2026. 86 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

  • Harbor Asset Planning held 234 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $11.6K as of Q3 2026.
  • Harbor Asset Planning bought 2 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $100.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #347 holding.
  • Harbor Asset Planning first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $11.7K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.