Level Four Advisory Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Level Four Advisory Services’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	$352K	Hold	6,980	–	–	0.01%	670
2025 Q4	$354K	Hold	6,980	–	–	0.01%	647
2025 Q3	$355K	Sell	6,980 -128	-2%	-$6.48K	0.01%	637
2025 Q2	$360K	Sell	7,108 -20	-0.3%	-$1K	0.01%	607
2025 Q1	$358K	Hold	7,128	–	–	0.01%	573
2024 Q4	$355K	Sell	7,128 -140	-2%	-$6.99K	0.01%	577
2024 Q3	$363K	Buy	7,268 +83	+1%	+$4.14K	0.02%	592
2024 Q2	$354K	Buy	7,185 +565	+9%	+$27.7K	0.02%	564
2024 Q1	$326K	Hold	6,620	–	–	0.02%	585
2023 Q4	$326K	Sell	6,620 -125	-2%	-$6.04K	0.02%	585
2023 Q3	$324K	Hold	6,745	–	–	0.02%	559
2023 Q2	$325K	Sell	6,745 -100	-1%	-$4.84K	0.02%	598
2023 Q1	$332K	Buy	6,845 +870	+15%	+$41.9K	0.02%	562
2022 Q4	$286K	Hold	5,975	–	–	0.02%	527
2022 Q3	$283K	Hold	5,975	–	–	0.03%	440
2022 Q2	$290K	Hold	5,975	–	–	0.03%	459
2022 Q1	$295K	Hold	5,975	–	–	0.02%	519
2021 Q4	$305K	Buy	+5,975	New	+$306K	0.02%	509

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

Level Four Advisory Services's SLQD Position: Q1 2026 in Review

Level Four Advisory Services held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q1 2026 at 6,980 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #670.

Level Four Advisory Services first reported a position in SLQD in Q4 2021 and has held it in 18 quarters since. The position peaked at $363K in Q3 2024. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Level Four Advisory Services held 6,980 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $352K as of Q1 2026.
Level Four Advisory Services left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #670 holding.
Level Four Advisory Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
Level Four Advisory Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $363K in Q3 2024.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.