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

IPG 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 		$6.01M Buy
119,283
+87,026
+270% +$4.38M 0.86% 29
2026
Q1 		$1.63M Buy
32,257
+11,712
+57% +$594K 0.28% 76
2025
Q4 		$1.04M Buy
20,545
+713
+4% +$36.2K 0.18% 105
2025
Q3 		$1.01M Sell
19,832
-75
-0.4% -$3.79K 0.18% 94
2025
Q2 		$1.01M Sell
19,907
-6,912
-26% -$347K 0.2% 80
2025
Q1 		$1.35M Sell
26,819
-656
-2% -$32.8K 0.31% 66
2024
Q4 		$1.37M Sell
27,475
-54,038
-66% -$2.7M 0.31% 60
2024
Q3 		$4.11M Buy
81,513
+860
+1% +$42.9K 0.9% 31
2024
Q2 		$3.97M Buy
80,653
+2,892
+4% +$142K 0.87% 38
2024
Q1 		$3.83M Buy
77,761
+5,384
+7% +$265K 0.83% 34
2023
Q4 		$3.56M Sell
72,377
-31,722
-30% -$1.53M 0.71% 36
2023
Q3 		$5M Sell
104,099
-7,789
-7% -$375K 1.1% 27
2023
Q2 		$5.39M Sell
111,888
-6,382
-5% -$309K 1.18% 22
2023
Q1 		$5.73M Sell
118,270
-5,466
-4% -$263K 1.31% 23
2022
Q4 		$5.92M Buy
123,736
+11,137
+10% +$530K 1.65% 20
2022
Q3 		$5.34M Sell
112,599
-6,891
-6% -$334K 1.5% 20
2022
Q2 		$5.79M Sell
119,490
-3,910
-3% -$191K 1.45% 19
2022
Q1 		$6.09M Buy
123,400
+110,052
+824% +$5.52M 1.16% 20
2021
Q4 		$682K Sell
13,348
-6,785
-34% -$348K 0.12% 93
2021
Q3 		$1.04M Buy
20,133
+400
+2% +$20.7K 0.33% 48
2021
Q2 		$1.02M Sell
19,733
-48,345
-71% -$2.51M 0.3% 51
2021
Q1 		$3.53M Buy
68,078
+38,070
+127% +$1.98M 0.69% 35
2020
Q4 		$1.57M Buy
30,008
+8,172
+37% +$426K 0.36% 50
2020
Q3 		$1.14M Sell
21,836
-480
-2% -$25K 0.33% 52
2020
Q2 		$1.16M Buy
22,316
+10,782
+93% +$555K 0.39% 43
2020
Q1 		$578K Sell
11,534
-94,097
-89% -$4.77M 0.24% 64
2019
Q4 		$5.39M Buy
105,631
+14,448
+16% +$738K 1.71% 19
2019
Q3 		$4.66M Buy
91,183
+13,616
+18% +$694K 1.63% 19
2019
Q2 		$3.95M Buy
77,567
+779
+1% +$39.3K 1.44% 19
2019
Q1 		$3.87M Buy
76,788
+26,632
+53% +$1.33M 1.33% 22
2018
Q4 		$2.48M Sell
50,156
-3,569
-7% -$176K 0.95% 26
2018
Q3 		$2.67M Buy
53,725
+3,926
+8% +$195K 0.86% 25
2018
Q2 		$2.47M Buy
49,799
+5,312
+12% +$263K 0.86% 23
2018
Q1 		$2.21M Sell
44,487
-9,526
-18% -$475K 0.72% 23
2017
Q4 		$2.71M Sell
54,013
-1,426
-3% -$71.9K 1.13% 20
2017
Q3 		$2.81M Buy
+55,439
New +$2.81M 0.97% 27

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

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

IPG Investment Advisors increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 270% in Q2 2026, buying an estimated $4.38M and bringing the position to 119,283 shares worth $6.01M. The position accounts for 0.86% of the portfolio, ranked #29.

IPG Investment Advisors first reported a position in SLQD in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.09M in Q1 2022. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • IPG Investment Advisors held 119,283 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $6.01M as of Q2 2026.
  • IPG Investment Advisors bought 87,026 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.38M.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.86% of IPG Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • IPG Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 36 quarters since.
  • IPG Investment Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $6.09M in Q1 2022.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.