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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

FMII

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lodestone Wealth Management's SLQD Position: Q2 2026 in Review

Lodestone Wealth Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 1.2% in Q2 2026, buying an estimated $201 and bringing the position to 349 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #438.

Lodestone Wealth Management first reported a position in SLQD in Q4 2025 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Lodestone Wealth Management held 349 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $17.6K as of Q2 2026.
Lodestone Wealth Management bought 4 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $201.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #438 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 3 quarters since.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.