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

Medallion Wealth Advisors’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	$61.9K	Sell	1,201 -126	-9%	-$6.35K	0.02%	429
2026 Q1	$67K	Hold	1,327	–	–	0.02%	419
2025 Q4	$67.3K	Buy	1,327 +77	+6%	+$3.91K	0.02%	422
2025 Q3	$63.5K	Hold	1,250	–	–	0.02%	430
2025 Q2	$63K	Buy	1,250 +10	+0.8%	+$502	0.02%	420
2025 Q1	$62.2K	Buy	1,240 +10	+0.8%	+$500	0.03%	387
2024 Q4	$61.2K	Buy	+1,230	New	+$61.4K	0.03%	375

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

Medallion Wealth Advisors's SLQD Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 9.5% in Q2 2026, selling an estimated $6.35K and leaving 1,201 shares worth $61.9K. The position accounts for 0.02% of the portfolio, ranked #429.

Medallion Wealth Advisors first reported a position in SLQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.3K in Q4 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Medallion Wealth Advisors held 1,201 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $61.9K as of Q2 2026.
Medallion Wealth Advisors sold 126 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $6.35K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #429 holding.
Medallion Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $67.3K in Q4 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.