Life Planning Partners
SLQD icon

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
Q3 		$2.5M Sell
50,626
-243
-0.5% -$12.2K 2% 13
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

Allspring Global Investments
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Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
Camden National Bank
Camden National Bank Camden, Maine $753M AUM 9.97% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Global Wealth Management Investment Advisory
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $728M AUM 15.12% 1-Year Est. Return

Life Planning Partners's SLQD Position: Q3 2026 in Review

Life Planning Partners reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.48% in Q3 2026, selling an estimated $12.2K and leaving 50,626 shares worth $2.5M. The position accounts for 2% of the portfolio, ranked #13.

Life Planning Partners first reported a position in SLQD in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.56M in Q2 2026. 157 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

  • Life Planning Partners held 50,626 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.5M as of Q3 2026.
  • Life Planning Partners sold 243 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $12.2K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 2% of Life Planning Partners's portfolio in Q3 2026, its #13 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 16 quarters since.
  • Life Planning Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.56M in Q2 2026.
  • 157 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.