International Assets Investment Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

International Assets Investment Management’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	$1.09M	Sell	21,699 -1,819	-8%	-$91.6K	0.07%	274
2026 Q1	$1.18M	Sell	23,518 -303	-1%	-$15.4K	0.08%	235
2025 Q4	$1.21M	Sell	23,821 -11,037	-32%	-$560K	0.08%	216
2025 Q3	$1.76M	Hold	34,858	–	–	0.14%	128
2025 Q2	$1.76M	Sell	34,858 -2,138	-6%	-$107K	0.14%	128
2025 Q1	$1.86M	Sell	36,996 -5,852	-14%	-$292K	0.16%	118
2024 Q4	$2.13M	Buy	+42,848	New	+$2.14M	0.18%	102
2024 Q3	–	Sell	-46,250	Closed	-$2.28M	–	2524
2024 Q2	$2.28M	Buy	46,250 +3,484	+8%	+$171K	0.21%	85
2024 Q1	$2.1M	Sell	42,766 -1,365	-3%	-$67.1K	0.22%	96
2023 Q4	$2.17M	Buy	+44,131	New	+$2.13M	0.28%	74

Other funds holding SLQD

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMII

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CNB

Camden National Bank Camden, Maine $767M AUM 14.32% 1-Year Est. Return

CTA

Colonial Trust Advisors Spartanburg, South Carolina $1.44B AUM 26.89% 1-Year Est. Return

International Assets Investment Management's SLQD Position: Q2 2026 in Review

International Assets Investment Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 7.7% in Q2 2026, selling an estimated $91.6K and leaving 21,699 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #274.

International Assets Investment Management first reported a position in SLQD in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.28M in Q2 2024. 192 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

International Assets Investment Management held 21,699 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.09M as of Q2 2026.
International Assets Investment Management sold 1,819 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $91.6K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.07% of International Assets Investment Management's portfolio in Q2 2026, its #274 holding.
International Assets Investment Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
International Assets Investment Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.28M in Q2 2024.
192 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.