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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LJI Wealth Management's SLQD Position: Q1 2026 in Review

LJI Wealth Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 4.5% in Q1 2026, buying an estimated $3.01M and bringing the position to 1,367,626 shares worth $69.1M. The position accounts for 11.03% of the portfolio, ranked #2.

LJI Wealth Management first reported a position in SLQD in Q4 2022 and has held it in 14 quarters since. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

LJI Wealth Management held 1,367,626 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $69.1M as of Q1 2026.
LJI Wealth Management bought 59,322 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.01M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 11.03% of LJI Wealth Management's portfolio in Q1 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 14 quarters since.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.