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

Larson 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	$9.67K	Hold	192	–	–	﹤0.01%	2429
2026 Q1	$9.69K	Hold	192	–	–	﹤0.01%	2272
2025 Q4	$9.73K	Hold	192	–	–	﹤0.01%	2131
2025 Q3	$9.76K	Hold	192	–	–	﹤0.01%	2026
2025 Q2	$9.71K	Hold	192	–	–	﹤0.01%	1820
2025 Q1	$9.65K	Hold	192	–	–	﹤0.01%	1650
2024 Q4	$9.55K	Hold	192	–	–	﹤0.01%	1502
2024 Q3	$9.68K	Sell	192 -181	-49%	-$9.03K	﹤0.01%	1490
2024 Q2	$18.4K	Buy	+373	New	+$18.3K	﹤0.01%	1078

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

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

Larson Financial Group held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 192 shares worth $9.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

Larson Financial Group first reported a position in SLQD in Q2 2024 and has held it in 9 quarters since. The position peaked at $18.4K in Q2 2024. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Larson Financial Group held 192 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $9.67K as of Q2 2026.
Larson Financial Group left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2429 holding.
Larson Financial Group 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.
Larson Financial Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $18.4K in Q2 2024.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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