IIA
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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
BI
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 252 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.
  • 252 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.