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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 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. 252 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.
252 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.