Laurel Wealth Advisors (North Carolina)’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$2.05M	Buy	40,601 +2,018	+5%	+$102K	0.2%	85
2026 Q1	$1.94M	Sell	38,583 -1,578	-4%	-$80K	0.19%	88
2025 Q4	$2.04M	Sell	40,161 -275	-0.7%	-$14K	0.27%	80
2025 Q3	$2.06M	Buy	40,436 +8	+0%	+$405	0.29%	80
2025 Q2	$2.05M	Sell	40,428 -455	-1%	-$22.8K	0.31%	76
2025 Q1	$2.06M	Sell	40,883 -2,177	-5%	-$109K	0.32%	75
2024 Q4	$2.14M	Sell	43,060 -254	-0.6%	-$12.7K	0.33%	72
2024 Q3	$2.18M	Sell	43,314 -1,281	-3%	-$63.9K	0.35%	73
2024 Q2	$2.2M	Sell	44,595 -835	-2%	-$41K	0.38%	69
2024 Q1	$2.24M	Sell	45,430 -1,010	-2%	-$49.6K	0.38%	70
2023 Q4	$2.28M	Buy	46,440 +1,959	+4%	+$94.7K	0.43%	63
2023 Q3	$2.13M	Buy	44,481 +10,171	+30%	+$489K	0.45%	63
2023 Q2	$1.65M	Buy	34,310 +4	+0%	+$193	0.33%	74
2023 Q1	$1.66M	Buy	34,306 +4,978	+17%	+$240K	0.35%	73
2022 Q4	$1.4M	Buy	29,328 +8,173	+39%	+$389K	0.32%	75
2022 Q3	$1M	Buy	21,155 +18,355	+656%	+$889K	0.25%	85
2022 Q2	$136K	Sell	2,800 -2,620	-48%	-$128K	0.03%	184
2022 Q1	$268K	Sell	5,420 -5,007	-48%	-$251K	0.06%	152
2021 Q4	$532K	Buy	10,427 +3	+0%	+$154	0.11%	118
2021 Q3	$539K	Sell	10,424 -3,308	-24%	-$171K	0.12%	118
2021 Q2	$712K	Buy	13,732 +446	+3%	+$23.1K	0.15%	108
2021 Q1	$688K	Buy	13,286 +551	+4%	+$28.6K	0.17%	105
2020 Q4	$665K	Buy	12,735 +4,515	+55%	+$235K	0.17%	102
2020 Q3	$428K	Buy	8,220 +5,045	+159%	+$263K	0.13%	108
2020 Q2	$165K	Buy	+3,175	New	+$163K	0.05%	143

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

Laurel Wealth Advisors (North Carolina)'s SLQD Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 5.2% in Q2 2026, buying an estimated $102K and bringing the position to 40,601 shares worth $2.05M. The position accounts for 0.2% of the portfolio, ranked #85.

Laurel Wealth Advisors (North Carolina) first reported a position in SLQD in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.28M in Q4 2023. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 40,601 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.05M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 2,018 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $102K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.2% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #85 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
Laurel Wealth Advisors (North Carolina)'s iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.28M in Q4 2023.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.