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 Q3	$5.67M	Buy	114,515 +55,699	+95%	+$2.78M	0.5%	46
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

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Alterna Wealth Management Houston, Texas $180M AUM 9.58% 1-Year Est. Return

DecisionPoint Financial Mesa, Arizona $574M AUM 9.84% 1-Year Est. Return

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JGP Wealth Management's SLQD Position: Q3 2026 in Review

JGP Wealth Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 95% in Q3 2026, buying an estimated $2.78M and bringing the position to 114,515 shares worth $5.67M. The position accounts for 0.5% of the portfolio, ranked #46.

JGP Wealth Management first reported a position in SLQD in Q2 2024 and has held it in 10 quarters since. 67 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

JGP Wealth Management held 114,515 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $5.67M as of Q3 2026.
JGP Wealth Management bought 55,699 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $2.78M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.5% of JGP Wealth Management's portfolio in Q3 2026, its #46 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 10 quarters since.
67 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.