IWC
SLQD icon

Integrated Wealth Concepts’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Integrated Wealth Concepts’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 		$1.03M Sell
20,393
-2,710
-12% -$136K 0.01% 1195
2026
Q1 		$1.17M Buy
23,103
+1,241
+6% +$62.9K 0.01% 1025
2025
Q4 		$1.11M Buy
21,862
+1,966
+10% +$99.8K 0.01% 729
2025
Q3 		$1.01M Buy
19,896
+5,223
+36% +$264K 0.01% 974
2025
Q2 		$742K Buy
14,673
+1,381
+10% +$69.3K 0.01% 1064
2025
Q1 		$668K Buy
13,292
+2,551
+24% +$127K 0.01% 1016
2024
Q4 		$534K Sell
10,741
-1,117
-9% -$55.8K 0.01% 1094
2024
Q3 		$598K Buy
11,858
+1,892
+19% +$94.4K 0.01% 1008
2024
Q2 		$491K Buy
9,966
+1,203
+14% +$59K 0.01% 1061
2024
Q1 		$431K Buy
8,763
+986
+13% +$48.4K 0.01% 1119
2023
Q4 		$383K Buy
7,777
+220
+3% +$10.6K 0.01% 1124
2023
Q3 		$363K Buy
7,557
+944
+14% +$45.4K 0.01% 1135
2023
Q2 		$319K Buy
6,613
+1,626
+33% +$78.6K 0.01% 1196
2023
Q1 		$242K Buy
+4,987
New +$240K 0.01% 1157
2022
Q2 		– Sell
-13,472
Closed -$665K – 1062
2022
Q1 		$665K Buy
+13,472
New +$675K 0.02% 507

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

Integrated Wealth Concepts's SLQD Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 12% in Q2 2026, selling an estimated $136K and leaving 20,393 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1195.

Integrated Wealth Concepts first reported a position in SLQD in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.17M in Q1 2026. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Integrated Wealth Concepts held 20,393 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.03M as of Q2 2026.
  • Integrated Wealth Concepts sold 2,710 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $136K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1195 holding.
  • Integrated Wealth Concepts first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.17M in Q1 2026.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.