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

Kelly Financial Group’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	$563K	Sell	11,186 -629	-5%	-$31.7K	0.13%	54
2026 Q1	$597K	Sell	11,815 -406	-3%	-$20.6K	0.15%	49
2025 Q4	$620K	Sell	12,221 -1,178	-9%	-$59.8K	0.16%	43
2025 Q3	$681K	Sell	13,399 -2,894	-18%	-$146K	0.18%	42
2025 Q2	$824K	Sell	16,293 -7,873	-33%	-$395K	0.24%	38
2025 Q1	$1.22M	Sell	24,166 -10,631	-31%	-$531K	0.38%	36
2024 Q4	$1.73M	Buy	+34,797	New	+$1.74M	0.62%	29

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

Kelly Financial Group's SLQD Position: Q2 2026 in Review

Kelly Financial Group reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 5.3% in Q2 2026, selling an estimated $31.7K and leaving 11,186 shares worth $563K. The position accounts for 0.13% of the portfolio, ranked #54.

Kelly Financial Group first reported a position in SLQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q4 2024. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Kelly Financial Group held 11,186 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $563K as of Q2 2026.
Kelly Financial Group sold 629 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $31.7K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.13% of Kelly Financial Group's portfolio in Q2 2026, its #54 holding.
Kelly Financial Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.73M in Q4 2024.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.