LJI Wealth Management
SLQD icon

LJI Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

LJI Wealth Management’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 		$81.6M Buy
1,648,790
+13,050
+0.8% +$652K 11.46% 2
2026
Q2 		$82.4M Buy
1,635,740
+268,114
+20% +$13.5M 11.54% 2
2026
Q1 		$69.1M Buy
1,367,626
+59,322
+5% +$3.01M 11.03% 2
2025
Q4 		$66.3M Buy
1,308,304
+155,030
+13% +$7.87M 10.11% 2
2025
Q3 		$58.6M Buy
1,153,274
+32,429
+3% +$1.64M 10.23% 2
2025
Q2 		$56.7M Buy
1,120,845
+16,467
+1% +$826K 9.87% 2
2025
Q1 		$55.5M Buy
1,104,378
+29,791
+3% +$1.49M 11.06% 2
2024
Q4 		$53.4M Buy
1,074,587
+183,733
+21% +$9.17M 10.53% 2
2024
Q3 		$44.9M Buy
890,854
+51,205
+6% +$2.55M 9.18% 2
2024
Q2 		$41.4M Buy
839,649
+66,315
+9% +$3.25M 9.14% 2
2024
Q1 		$38.1M Buy
773,334
+39,037
+5% +$1.92M 9.85% 2
2023
Q4 		$36.1M Buy
734,297
+4,865
+0.7% +$235K 9.36% 2
2023
Q3 		$35M Buy
729,432
+18,464
+3% +$888K 10.08% 2
2023
Q2 		$34.3M Buy
710,968
+20,635
+3% +$998K 9.98% 2
2023
Q1 		$33.5M Buy
690,333
+22,461
+3% +$1.08M 10.57% 2
2022
Q4 		$32M Buy
+667,872
New +$31.8M 11.2% 2

Other funds holding SLQD

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 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
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LJI Wealth Management's SLQD Position: Q3 2026 in Review

LJI Wealth Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.8% in Q3 2026, buying an estimated $652K and bringing the position to 1,648,790 shares worth $81.6M. The position accounts for 11.46% of the portfolio, ranked #2.

LJI Wealth Management first reported a position in SLQD in Q4 2022 and has held it in 16 quarters since. The position peaked at $82.4M in Q2 2026. 130 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

  • LJI Wealth Management held 1,648,790 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $81.6M as of Q3 2026.
  • LJI Wealth Management bought 13,050 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $652K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 11.46% of LJI Wealth Management's portfolio in Q3 2026, its #2 holding.
  • LJI Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • LJI Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $82.4M in Q2 2026.
  • 130 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.