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

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

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 54 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.
54 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.