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SLQD icon

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

LexAurum 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
Q2 		$258K Buy
5,132
+771
+18% +$38.8K 0.03% 360
2026
Q1 		$220K Buy
+4,361
New +$221K 0.03% 367
2025
Q3 		$273K Sell
5,379
-634
-11% -$32.1K 0.04% 317
2025
Q2 		$304K Buy
6,013
+411
+7% +$20.6K 0.05% 272
2025
Q1 		$282K Sell
5,602
-370
-6% -$18.5K 0.05% 281
2024
Q4 		$297K Sell
5,972
-288
-5% -$14.4K 0.06% 265
2024
Q3 		$316K Sell
6,260
-1,123
-15% -$56K 0.07% 224
2024
Q2 		$364K Buy
7,383
+623
+9% +$30.6K 0.09% 196
2024
Q1 		$333K Sell
6,760
-511
-7% -$25.1K 0.08% 209
2023
Q4 		$358K Sell
7,271
-1,779
-20% -$86K 0.09% 193
2023
Q3 		$434K Buy
9,050
+2,873
+47% +$138K 0.13% 157
2023
Q2 		$298K Sell
6,177
-368
-6% -$17.8K 0.09% 202
2023
Q1 		$317K Buy
6,545
+293
+5% +$14.1K 0.11% 181
2022
Q4 		$299K Sell
6,252
-152
-2% -$7.24K 0.11% 181
2022
Q3 		$304K Buy
6,404
+20
+0.3% +$968 0.12% 173
2022
Q2 		$309K Buy
6,384
+1,014
+19% +$49.4K 0.12% 171
2022
Q1 		$265K Buy
5,370
+281
+6% +$14.1K 0.09% 207
2021
Q4 		$260K Buy
5,089
+2
+0% +$103 0.08% 215
2021
Q3 		$263K Sell
5,087
-119
-2% -$6.16K 0.08% 238
2021
Q2 		$270K Buy
5,206
+51
+1% +$2.64K 0.08% 242
2021
Q1 		$267K Buy
5,155
+766
+17% +$39.8K 0.09% 213
2020
Q4 		$229K Buy
4,389
+102
+2% +$5.31K 0.08% 220
2020
Q3 		$223K Buy
4,287
+2
+0% +$104 0.09% 204
2020
Q2 		$223K Buy
4,285
+2
+0% +$103 0.12% 178
2020
Q1 		$215K Sell
4,283
-19
-0.4% -$963 0.15% 155
2019
Q4 		$220K Buy
+4,302
New +$220K 0.11% 187

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
BI
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LexAurum Advisors's SLQD Position: Q2 2026 in Review

LexAurum Advisors increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 18% in Q2 2026, buying an estimated $38.8K and bringing the position to 5,132 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #360.

LexAurum Advisors first reported a position in SLQD in Q4 2019 and has held it in 26 quarters since. The position peaked at $434K in Q3 2023. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • LexAurum Advisors held 5,132 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $258K as of Q2 2026.
  • LexAurum Advisors bought 771 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $38.8K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.03% of LexAurum Advisors's portfolio in Q2 2026, its #360 holding.
  • LexAurum Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • LexAurum Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $434K in Q3 2023.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.