LPL Financial
SLQD icon

LPL Financial’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

LPL Financial’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 		$55.9M Sell
1,107,443
-44,437
-4% -$2.25M 0.01% 861
2025
Q4 		$58.4M Buy
1,151,880
+37,947
+3% +$1.93M 0.02% 802
2025
Q3 		$56.6M Sell
1,113,933
-113,804
-9% -$5.76M 0.02% 789
2025
Q2 		$62.1M Buy
1,227,737
+85,058
+7% +$4.27M 0.02% 663
2025
Q1 		$57.5M Buy
1,142,679
+125,855
+12% +$6.29M 0.02% 633
2024
Q4 		$50.6M Buy
1,016,824
+238,812
+31% +$11.9M 0.02% 645
2024
Q3 		$39.2M Sell
778,012
-3,519
-0.5% -$176K 0.02% 724
2024
Q2 		$38.5M Sell
781,531
-12,753
-2% -$625K 0.02% 667
2024
Q1 		$39.1M Buy
794,284
+30,959
+4% +$1.52M 0.02% 636
2023
Q4 		$37.6M Sell
763,325
-72,964
-9% -$3.53M 0.02% 599
2023
Q3 		$40.1M Sell
836,289
-126,697
-13% -$6.1M 0.03% 526
2023
Q2 		$46.4M Buy
962,986
+6,810
+0.7% +$329K 0.03% 474
2023
Q1 		$46.4M Buy
956,176
+14,763
+2% +$711K 0.04% 439
2022
Q4 		$45.1M Sell
941,413
-269,205
-22% -$12.8M 0.04% 420
2022
Q3 		$57.4M Buy
1,210,618
+303,553
+33% +$14.7M 0.06% 317
2022
Q2 		$44M Buy
907,065
+88,148
+11% +$4.3M 0.04% 374
2022
Q1 		$40.4M Buy
818,917
+240,273
+42% +$12M 0.03% 414
2021
Q4 		$29.5M Buy
578,644
+139,543
+32% +$7.15M 0.02% 521
2021
Q3 		$22.7M Sell
439,101
-11,964
-3% -$620K 0.02% 578
2021
Q2 		$23.4M Buy
451,065
+28,232
+7% +$1.46M 0.02% 538
2021
Q1 		$21.9M Buy
422,833
+27,534
+7% +$1.43M 0.03% 504
2020
Q4 		$20.6M Buy
395,299
+113,990
+41% +$5.94M 0.03% 468
2020
Q3 		$14.7M Buy
281,309
+59,603
+27% +$3.11M 0.02% 494
2020
Q2 		$11.6M Buy
221,706
+25,293
+13% +$1.3M 0.02% 537
2020
Q1 		$9.85M Sell
196,413
-28,181
-13% -$1.43M 0.02% 502
2019
Q4 		$11.5M Buy
224,594
+75,190
+50% +$3.84M 0.02% 536
2019
Q3 		$7.64M Buy
149,404
+18,089
+14% +$922K 0.02% 629
2019
Q2 		$6.69M Sell
131,315
-5,972
-4% -$302K 0.01% 661
2019
Q1 		$6.93M Buy
137,287
+54,230
+65% +$2.71M 0.02% 634
2018
Q4 		$4.11M Buy
83,057
+13,307
+19% +$658K 0.01% 768
2018
Q3 		$3.46M Buy
69,750
+18,957
+37% +$941K 0.01% 897
2018
Q2 		$2.52M Buy
50,793
+9,317
+22% +$462K 0.01% 1000
2018
Q1 		$2.06M Buy
41,476
+7,386
+22% +$368K 0.01% 1105
2017
Q4 		$1.71M Buy
34,090
+2,572
+8% +$130K 0.01% 1165
2017
Q3 		$1.59M Sell
31,518
-2,366
-7% -$120K 0.01% 1119
2017
Q2 		$1.71M Sell
33,884
-6,653
-16% -$336K 0.01% 1031
2017
Q1 		$2.04M Sell
40,537
-3,973
-9% -$200K 0.01% 826
2016
Q4 		$2.23M Sell
44,510
-2,410
-5% -$121K 0.02% 744
2016
Q3 		$2.38M Buy
46,920
+2,857
+6% +$145K 0.02% 677
2016
Q2 		$2.25M Sell
44,063
-28,240
-39% -$1.43M 0.02% 700
2016
Q1 		$3.66M Buy
72,303
+44,814
+163% +$2.25M 0.01% 871
2015
Q4 		$1.38M Buy
27,489
+17,130
+165% +$862K ﹤0.01% 1423
2015
Q3 		$521K Buy
10,359
+2,220
+27% +$112K ﹤0.01% 1749
2015
Q2 		$410K Buy
8,139
+2,820
+53% +$143K ﹤0.01% 2063
2015
Q1 		$270K Sell
5,319
-6,200
-54% -$313K ﹤0.01% 2337
2014
Q4 		$579K Buy
11,519
+720
+7% +$36.3K ﹤0.01% 1681
2014
Q3 		$544K Buy
10,799
+2,000
+23% +$101K ﹤0.01% 1719
2014
Q2 		$445K Buy
+8,799
New +$444K ﹤0.01% 1890

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's SLQD Position: Q1 2026 in Review

LPL Financial reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 3.9% in Q1 2026, selling an estimated $2.25M and leaving 1,107,443 shares worth $55.9M. The position accounts for 0.01% of the portfolio, ranked #861.

LPL Financial first reported a position in SLQD in Q2 2014 and has held it in 48 quarters since. The position peaked at $62.1M in Q2 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • LPL Financial held 1,107,443 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $55.9M as of Q1 2026.
  • LPL Financial sold 44,437 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.25M.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #861 holding.
  • LPL Financial first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2014 and has held it in 48 quarters since.
  • LPL Financial's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $62.1M in Q2 2025.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.