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 Q2	$866K	Buy	17,197 +2,795	+19%	+$141K	0.03%	340
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 $1.89T 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

Insigneo Advisory Services's SLQD Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 19% in Q2 2026, buying an estimated $141K and bringing the position to 17,197 shares worth $866K. The position accounts for 0.03% of the portfolio, ranked #340.

Insigneo Advisory Services first reported a position in SLQD in Q1 2025 and has held it in 6 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Insigneo Advisory Services held 17,197 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $866K as of Q2 2026.
Insigneo Advisory Services bought 2,795 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $141K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #340 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 6 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 Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.