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

LaSalle St. Investment 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	$8.07M	Buy	159,906 +3,086	+2%	+$156K	1.14%	20
2025 Q4	$7.95M	Buy	156,820 +21,460	+16%	+$1.09M	1.28%	16
2025 Q3	$6.88M	Buy	+135,360	New	+$6.85M	1.23%	16
2025 Q2	–	Sell	-78,548	Closed	-$3.95M	–	349
2025 Q1	$3.95M	Buy	+78,548	New	+$3.93M	0.93%	19

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LaSalle St. Investment Advisors's SLQD Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 2% in Q1 2026, buying an estimated $156K and bringing the position to 159,906 shares worth $8.07M. The position accounts for 1.14% of the portfolio, ranked #20.

LaSalle St. Investment Advisors first reported a position in SLQD in Q1 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

LaSalle St. Investment Advisors held 159,906 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $8.07M as of Q1 2026.
LaSalle St. Investment Advisors bought 3,086 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $156K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 1.14% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #20 holding.
LaSalle St. Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 4 quarters since.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.