Jones Financial Companies’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Jones Financial Companies’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	$3.66M	Buy	72,626 +15,845	+28%	+$798K	﹤0.01%	1325
2026 Q1	$2.86M	Sell	56,781 -2,830	-5%	-$143K	﹤0.01%	1287
2025 Q4	$3.02M	Buy	59,611 +10,485	+21%	+$532K	﹤0.01%	812
2025 Q3	$2.49M	Sell	49,126 -30,157	-38%	-$1.53M	﹤0.01%	785
2025 Q2	$4.01M	Buy	79,283 +26,581	+50%	+$1.33M	﹤0.01%	550
2025 Q1	$2.65M	Buy	52,702 +21,665	+70%	+$1.08M	﹤0.01%	582
2024 Q4	$1.54M	Buy	31,037 +30,010	+2,922%	+$1.5M	﹤0.01%	630
2024 Q3	$51.8K	Buy	1,027 +780	+316%	+$38.9K	﹤0.01%	1622
2024 Q2	$12.2K	Buy	+247	New	+$12.1K	﹤0.01%	1698

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

Jones Financial Companies's SLQD Position: Q2 2026 in Review

Jones Financial Companies increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 28% in Q2 2026, buying an estimated $798K and bringing the position to 72,626 shares worth $3.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Jones Financial Companies first reported a position in SLQD in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.01M in Q2 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Jones Financial Companies held 72,626 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $3.66M as of Q2 2026.
Jones Financial Companies bought 15,845 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $798K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1325 holding.
Jones Financial Companies 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.
Jones Financial Companies's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $4.01M in Q2 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.