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

Integral Investment Advisors’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	$12.6M	Buy	250,728 +21,339	+9%	+$1.07M	2.78%	12
2026 Q1	$11.6M	Buy	229,389 +19,182	+9%	+$972K	2.88%	13
2025 Q4	$10.7M	Buy	210,207 +10,317	+5%	+$524K	2.64%	13
2025 Q3	$10.2M	Sell	199,890 -24,498	-11%	-$1.24M	2.74%	13
2025 Q2	$11.4M	Buy	224,388 +9,123	+4%	+$458K	3.24%	10
2025 Q1	$10.8M	Buy	215,265 +15,558	+8%	+$777K	3.46%	10
2024 Q4	$9.93M	Buy	199,707 +20,688	+12%	+$1.03M	3.22%	11
2024 Q3	$9.03M	Buy	179,019 +17,736	+11%	+$885K	3.02%	11
2024 Q2	$7.94M	Buy	161,283 +18,121	+13%	+$889K	2.93%	11
2024 Q1	$7.05M	Buy	143,162 +4,675	+3%	+$230K	2.92%	11
2023 Q4	$6.81M	Buy	138,487 +5,590	+4%	+$270K	4.35%	10
2023 Q3	$6.38M	Sell	132,897 -111,213	-46%	-$5.35M	4.46%	7
2023 Q2	$11.8M	Buy	244,110 +6,570	+3%	+$318K	7.87%	2
2023 Q1	$11.5M	Buy	237,540 +19,496	+9%	+$939K	8.24%	2
2022 Q4	$10.4M	Buy	218,044 +9,390	+5%	+$447K	8.09%	3
2022 Q3	$9.89M	Buy	208,654 +72,677	+53%	+$3.52M	8.09%	1
2022 Q2	$6.59M	Buy	+135,977	New	+$6.63M	5.6%	3

Other funds holding SLQD

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

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

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Integral Investment Advisors's SLQD Position: Q2 2026 in Review

Integral Investment Advisors increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 9.3% in Q2 2026, buying an estimated $1.07M and bringing the position to 250,728 shares worth $12.6M. The position accounts for 2.78% of the portfolio, ranked #12.

Integral Investment Advisors first reported a position in SLQD in Q2 2022 and has held it in 17 quarters since. 32 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Integral Investment Advisors held 250,728 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $12.6M as of Q2 2026.
Integral Investment Advisors bought 21,339 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.07M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 2.78% of Integral Investment Advisors's portfolio in Q2 2026, its #12 holding.
Integral Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
32 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.