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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

LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CNB
Camden National Bank Camden, Maine $767M AUM 14.32% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 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. 111 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.
  • 111 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.