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Life Planning Partners’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Life Planning Partners’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 		$2.56M Buy
50,869
+1,019
+2% +$51.3K 1.9% 14
2026
Q1 		$2.52M Buy
49,850
+2,553
+5% +$129K 1.92% 12
2025
Q4 		$2.4M Buy
47,297
+11,310
+31% +$574K 1.84% 14
2025
Q3 		$1.83M Buy
35,987
+4,750
+15% +$240K 1.34% 20
2025
Q2 		$1.58M Buy
31,237
+2,853
+10% +$143K 1.26% 21
2025
Q1 		$1.43M Sell
28,384
-758
-3% -$37.9K 1.29% 18
2024
Q4 		$1.45M Sell
29,142
-269
-0.9% -$13.4K 1.34% 17
2024
Q3 		$1.48M Buy
29,411
+461
+2% +$23K 1.32% 18
2024
Q2 		$1.43M Sell
28,950
-1,493
-5% -$73.2K 1.29% 19
2024
Q1 		$1.5M Sell
30,443
-105
-0.3% -$5.16K 1.49% 18
2023
Q4 		$1.5M Buy
+30,548
New +$1.48M 1.48% 19
2022
Q3 		$1.59M Sell
33,482
-4,600
-12% -$223K 1.82% 16
2022
Q2 		$1.84M Sell
38,082
-4,930
-11% -$240K 2.07% 14
2022
Q1 		$2.13M Sell
43,012
-3,136
-7% -$157K 2.17% 14
2021
Q4 		$2.36M Buy
+46,148
New +$2.37M 2.38% 13

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

Life Planning Partners's SLQD Position: Q2 2026 in Review

Life Planning Partners increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 2% in Q2 2026, buying an estimated $51.3K and bringing the position to 50,869 shares worth $2.56M. The position accounts for 1.9% of the portfolio, ranked #14.

Life Planning Partners first reported a position in SLQD in Q4 2021 and has held it in 15 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Life Planning Partners held 50,869 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.56M as of Q2 2026.
  • Life Planning Partners bought 1,019 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $51.3K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 1.9% of Life Planning Partners's portfolio in Q2 2026, its #14 holding.
  • Life Planning Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.