HeadInvest LLC’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

HeadInvest LLC’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	$219K	Sell	4,345 -27	-0.6%	-$1.36K	0.04%	204
2026 Q1	$221K	Hold	4,372	–	–	0.05%	214
2025 Q4	$222K	Hold	4,372	–	–	0.04%	209
2025 Q3	$222K	Sell	4,372 -487	-10%	-$24.6K	0.05%	205
2025 Q2	$246K	Hold	4,859	–	–	0.05%	196
2025 Q1	$244K	Hold	4,859	–	–	0.05%	213
2024 Q4	$242K	Hold	4,859	–	–	0.05%	209
2024 Q3	$245K	Hold	4,859	–	–	0.05%	213
2024 Q2	$239K	Hold	4,859	–	–	0.05%	206
2024 Q1	$239K	Hold	4,859	–	–	0.05%	212
2023 Q4	$239K	Hold	4,859	–	–	0.05%	206
2023 Q3	$232K	Hold	4,859	–	–	0.05%	200
2023 Q2	$234K	Hold	4,859	–	–	0.05%	205
2023 Q1	$236K	Hold	4,859	–	–	0.05%	203
2022 Q4	$233K	Hold	4,859	–	–	0.05%	200
2022 Q3	$230K	Buy	4,859 +400	+9%	+$19.4K	0.06%	196
2022 Q2	$216K	Hold	4,459	–	–	0.05%	209
2022 Q1	$220K	Hold	4,459	–	–	0.04%	221
2021 Q4	$228K	Hold	4,459	–	–	0.04%	222
2021 Q3	$230K	Hold	4,459	–	–	0.04%	205
2021 Q2	$231K	Sell	4,459 -20	-0.4%	-$1.04K	0.04%	210
2021 Q1	$231K	Buy	4,479 +172	+4%	+$8.94K	0.05%	202
2020 Q4	$225K	Buy	+4,307	New	+$224K	0.05%	197

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

HeadInvest LLC's SLQD Position: Q2 2026 in Review

HeadInvest LLC reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.62% in Q2 2026, selling an estimated $1.36K and leaving 4,345 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #204.

HeadInvest LLC first reported a position in SLQD in Q4 2020 and has held it in 23 quarters since. The position peaked at $246K in Q2 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

HeadInvest LLC held 4,345 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $219K as of Q2 2026.
HeadInvest LLC sold 27 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.36K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.04% of HeadInvest LLC's portfolio in Q2 2026, its #204 holding.
HeadInvest LLC first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
HeadInvest LLC's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $246K in Q2 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.