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

Markowski 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 Q3	$8.74K	Buy	177 +2	+1%	+$100	﹤0.01%	438
2026 Q2	$8.8K	Buy	+175	New	+$8.81K	﹤0.01%	415

Other funds holding SLQD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Markowski Investments's SLQD Position: Q3 2026 in Review

Markowski Investments increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 1.1% in Q3 2026, buying an estimated $100 and bringing the position to 177 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Markowski Investments first reported a position in SLQD in Q2 2026 and has held it in 2 quarters since. The position peaked at $8.8K in Q2 2026. 222 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

Markowski Investments held 177 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $8.74K as of Q3 2026.
Markowski Investments bought 2 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $100.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Markowski Investments's portfolio in Q3 2026, its #438 holding.
Markowski Investments first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
Markowski Investments's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $8.8K in Q2 2026.
222 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Markowski Investments's 13F filing for Q3 2026, filed 30 Oct 2026.