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

Level Financial 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 Q3	$369K	Buy	+7,459	New	+$373K	0.08%	72
2024 Q1	–	Sell	-3,143	Closed	-$155K	–	229
2023 Q4	$155K	Buy	3,143 +112	+4%	+$5.41K	0.08%	74
2023 Q3	$145K	Sell	3,031 -159	-5%	-$7.65K	0.08%	68
2023 Q2	$154K	Hold	3,190	–	–	0.09%	66
2023 Q1	$155K	Sell	3,190 -105	-3%	-$5.05K	0.09%	56
2022 Q4	$158K	Buy	3,295 +2,882	+698%	+$137K	0.1%	55
2022 Q3	$20K	Buy	+413	New	+$20K	0.01%	137
2022 Q2	–	Sell	-1,701	Closed	-$84K	–	341
2022 Q1	$84K	Buy	+1,701	New	+$85.3K	0.06%	63

Other funds holding SLQD

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

PWA

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Level Financial Advisors's SLQD Position: Q3 2026 in Review

Level Financial Advisors opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2026: 7,459 shares worth $369K. The stake represents 0.08% of the portfolio and ranks #72 among its holdings. This is a return to the name: Level Financial Advisors previously reported a position in SLQD as recently as Q4 2023.

Level Financial Advisors first reported a position in SLQD in Q1 2022 and has held it in 8 quarters since. 22 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

Level Financial Advisors held 7,459 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $369K as of Q3 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Level Financial Advisors position in Q3 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Level Financial Advisors's portfolio in Q3 2026, its #72 holding.
Level Financial Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 8 quarters since.
22 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.