Insigneo Advisory Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Insigneo Advisory 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 Q1	$727K	Sell	14,402 -2	-0%	-$101	0.05%	278
2025 Q4	$730K	Sell	14,404 -380	-3%	-$19.3K	0.05%	270
2025 Q3	$751K	Buy	14,784 +447	+3%	+$22.6K	0.05%	259
2025 Q2	$725K	Buy	14,337 +359	+3%	+$18K	0.06%	243
2025 Q1	$703K	Buy	+13,978	New	+$698K	0.07%	225

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insigneo Advisory Services's SLQD Position: Q1 2026 in Review

Insigneo Advisory Services reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.01% in Q1 2026, selling an estimated $101 and leaving 14,402 shares worth $727K. The position accounts for 0.05% of the portfolio, ranked #278.

Insigneo Advisory Services first reported a position in SLQD in Q1 2025 and has held it in 5 quarters since. The position peaked at $751K in Q3 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Insigneo Advisory Services held 14,402 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $727K as of Q1 2026.
Insigneo Advisory Services sold 2 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $101.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Insigneo Advisory Services's portfolio in Q1 2026, its #278 holding.
Insigneo Advisory Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
Insigneo Advisory Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $751K in Q3 2025.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.