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

Investment Advisory Group’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 Q1	$539K	Buy	10,676 +700	+7%	+$35.5K	0.14%	103
2025 Q4	$506K	Hold	9,976	–	–	0.13%	109
2025 Q3	$507K	Buy	9,976 +100	+1%	+$5.06K	0.14%	106
2025 Q2	$500K	Hold	9,876	–	–	0.15%	105
2025 Q1	$497K	Buy	9,876 +91	+0.9%	+$4.55K	0.17%	97
2024 Q4	$487K	Buy	9,785 +100	+1%	+$4.99K	0.16%	98
2024 Q3	$488K	Hold	9,685	–	–	0.17%	98
2024 Q2	$477K	Buy	9,685 +30	+0.3%	+$1.47K	0.18%	92
2024 Q1	$475K	Buy	9,655 +400	+4%	+$19.7K	0.2%	86
2023 Q4	$455K	Hold	9,255	–	–	0.21%	82
2023 Q3	$444K	Hold	9,255	–	–	0.23%	78
2023 Q2	$446K	Hold	9,255	–	–	0.23%	79
2023 Q1	$449K	Buy	9,255 +200	+2%	+$9.63K	0.26%	78
2022 Q4	$433K	Hold	9,055	–	–	0.27%	78
2022 Q3	$429K	Hold	9,055	–	–	0.3%	70
2022 Q2	$438K	Buy	9,055 +2,930	+48%	+$143K	0.3%	67
2022 Q1	$302K	Hold	6,125	–	–	0.18%	95
2021 Q4	$306K	Buy	+6,125	New	+$314K	0.2%	89

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investment Advisory Group's SLQD Position: Q1 2026 in Review

Investment Advisory Group increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 7% in Q1 2026, buying an estimated $35.5K and bringing the position to 10,676 shares worth $539K. The position accounts for 0.14% of the portfolio, ranked #103.

Investment Advisory Group first reported a position in SLQD in Q4 2021 and has held it in 18 quarters since. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Investment Advisory Group held 10,676 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $539K as of Q1 2026.
Investment Advisory Group bought 700 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $35.5K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.14% of Investment Advisory Group's portfolio in Q1 2026, its #103 holding.
Investment Advisory Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.