Harel Insurance Investments & Financial Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Harel Insurance Investments & Financial Services’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	$5.37M	Buy	106,631 +3,979	+4%	+$200K	0.03%	137
2026 Q1	$5.18M	Buy	102,652 +2,770	+3%	+$140K	0.04%	107
2025 Q4	$5.06M	Buy	99,882 +606	+0.6%	+$30.8K	0.04%	117
2025 Q3	$5.05M	Sell	99,276 -347	-0.3%	-$17.6K	0.05%	122
2025 Q2	$5.04M	Sell	99,623 -86,548	-46%	-$4.34M	0.06%	117
2025 Q1	$9.36M	Sell	186,171 -47,913	-20%	-$2.39M	0.12%	81
2024 Q4	$11.6M	Buy	234,084 +3,855	+2%	+$192K	0.19%	60
2024 Q3	$11.6M	Buy	230,229 +4,229	+2%	+$211K	0.2%	57
2024 Q2	$11.1M	Hold	226,000	–	–	0.21%	58
2024 Q1	$11.1M	Buy	226,000 +102,000	+82%	+$5.01M	0.22%	53
2023 Q4	$6.1M	Buy	+124,000	New	+$5.99M	0.11%	85

Other funds holding SLQD

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

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

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SLQD Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 3.9% in Q2 2026, buying an estimated $200K and bringing the position to 106,631 shares worth $5.37M. The position accounts for 0.03% of the portfolio, ranked #137.

Harel Insurance Investments & Financial Services first reported a position in SLQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.6M in Q4 2024. 134 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Harel Insurance Investments & Financial Services held 106,631 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $5.37M as of Q2 2026.
Harel Insurance Investments & Financial Services bought 3,979 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $200K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #137 holding.
Harel Insurance Investments & Financial Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Harel Insurance Investments & Financial Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $11.6M in Q4 2024.
134 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.