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 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 $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Medallion Wealth Advisors's SLQD Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q1 2026 at 1,327 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #419.

Medallion Wealth Advisors first reported a position in SLQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $67.3K in Q4 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Medallion Wealth Advisors held 1,327 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $67K as of Q1 2026.
Medallion Wealth Advisors left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #419 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 6 quarters since.
Medallion Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $67.3K in Q4 2025.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.