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

JGP Wealth 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	$2.96M	Sell	58,816 -1,876	-3%	-$94.5K	0.27%	61
2026 Q1	$3.06M	Buy	60,692 +4,621	+8%	+$234K	0.32%	60
2025 Q4	$2.84M	Buy	56,071 +11,423	+26%	+$580K	0.3%	64
2025 Q3	$2.27M	Buy	44,648 +15,137	+51%	+$766K	0.25%	62
2025 Q2	$1.49M	Buy	29,511 +10,208	+53%	+$512K	0.18%	73
2025 Q1	$971K	Buy	19,303 +1,319	+7%	+$65.9K	0.13%	96
2024 Q4	$895K	Buy	17,984 +5,637	+46%	+$281K	0.12%	103
2024 Q3	$623K	Buy	12,347 +1,598	+15%	+$79.7K	0.08%	117
2024 Q2	$529K	Buy	+10,749	New	+$527K	0.08%	122

Other funds holding SLQD

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

VAMG

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

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JGP Wealth Management's SLQD Position: Q2 2026 in Review

JGP Wealth Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 3.1% in Q2 2026, selling an estimated $94.5K and leaving 58,816 shares worth $2.96M. The position accounts for 0.27% of the portfolio, ranked #61.

JGP Wealth Management first reported a position in SLQD in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.06M in Q1 2026. 62 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

JGP Wealth Management held 58,816 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.96M as of Q2 2026.
JGP Wealth Management sold 1,876 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $94.5K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.27% of JGP Wealth Management's portfolio in Q2 2026, its #61 holding.
JGP Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
JGP Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.06M in Q1 2026.
62 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.