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

LRI Investments’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	$98.7K	Hold	1,960	–	–	0.01%	445
2026 Q1	$99K	Hold	1,960	–	–	0.01%	407
2025 Q4	$99.4K	Hold	1,960	–	–	0.01%	421
2025 Q3	$99.6K	Hold	1,960	–	–	0.01%	412
2025 Q2	$99.2K	Sell	1,960 -43	-2%	-$2.16K	0.01%	438
2025 Q1	$101K	Buy	2,003 +43	+2%	+$2.15K	0.01%	418
2024 Q4	$97.5K	Hold	1,960	–	–	0.01%	420
2024 Q3	$97.5K	Hold	1,960	–	–	0.01%	408
2024 Q2	$96.5K	Hold	1,960	–	–	0.01%	389
2024 Q1	$96.5K	Buy	+1,960	New	+$96.3K	0.02%	208

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

LRI Investments's SLQD Position: Q2 2026 in Review

LRI Investments held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 1,960 shares worth $98.7K. The position accounts for 0.01% of the portfolio, ranked #445.

LRI Investments first reported a position in SLQD in Q1 2024 and has held it in 10 quarters since. The position peaked at $101K in Q1 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

LRI Investments held 1,960 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $98.7K as of Q2 2026.
LRI Investments left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #445 holding.
LRI Investments first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
LRI Investments's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $101K in Q1 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.