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 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

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

Harbor Asset Planning's SLQD Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 1.3% in Q2 2026, buying an estimated $151 and bringing the position to 232 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #342.

Harbor Asset Planning first reported a position in SLQD in Q2 2025 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Harbor Asset Planning held 232 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $11.7K as of Q2 2026.
Harbor Asset Planning bought 3 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $151.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #342 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 5 quarters since.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.