LWM
SLQD icon

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

Lodestone 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 		$17.5K Buy
353
+4
+1% +$200 0.01% 460
2026
Q2 		$17.6K Buy
349
+4
+1% +$201 0.01% 438
2026
Q1 		$17.4K Buy
345
+2
+0.6% +$101 0.01% 433
2025
Q4 		$17.4K Buy
+343
New +$17.4K 0.01% 425

Other funds holding SLQD

WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

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

Lodestone Wealth Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 1.1% in Q3 2026, buying an estimated $200 and bringing the position to 353 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #460.

Lodestone Wealth Management first reported a position in SLQD in Q4 2025 and has held it in 4 quarters since. The position peaked at $17.6K in Q2 2026. 22 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

  • Lodestone Wealth Management held 353 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $17.5K as of Q3 2026.
  • Lodestone Wealth Management bought 4 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $200.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #460 holding.
  • Lodestone Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $17.6K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.