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Kovack Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Kovack Advisors’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
Q1 		– Sell
-4,469
Closed -$227K – 1093
2025
Q4 		$227K Buy
+4,469
New +$227K 0.01% 891
2025
Q1 		– Sell
-5,270
Closed -$262K – 624
2024
Q4 		$262K Buy
5,270
+150
+3% +$7.49K 0.03% 494
2024
Q3 		$258K Hold
5,120
– – 0.03% 480
2024
Q2 		$252K Buy
+5,120
New +$251K 0.03% 462

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
BI
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kovack Advisors's SLQD Position: Q1 2026 in Review

Kovack Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2026, closing a stake of 4,469 shares — an estimated $227K sold.

Kovack Advisors first reported a position in SLQD in Q2 2024 and held it in 4 quarters. The position peaked at $262K in Q4 2024. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Kovack Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kovack Advisors sold 4,469 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $227K.
  • Kovack Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and held it in 4 quarters.
  • Kovack Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $262K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.