MIH
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Meitav Investment House’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Meitav Investment House’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 		– Sell
-4,775
Closed -$240K – 333
2026
Q1 		$240K Hold
4,775
– – ﹤0.01% 223
2025
Q4 		$241K Sell
4,775
-280
-6% -$14.2K ﹤0.01% 233
2025
Q3 		$256K Hold
5,055
– – ﹤0.01% 229
2025
Q2 		$255K Sell
5,055
-7,447
-60% -$374K ﹤0.01% 205
2025
Q1 		$627K Sell
12,502
-1,243
-9% -$62.1K 0.01% 155
2024
Q4 		$682K Sell
13,745
-267
-2% -$13.3K 0.01% 146
2024
Q3 		$705K Buy
14,012
+1,605
+13% +$80.1K 0.01% 157
2024
Q2 		$610K Sell
12,407
-290
-2% -$14.2K 0.01% 159
2024
Q1 		$624K Sell
12,697
-583
-4% -$28.6K 0.01% 162
2023
Q4 		$652K Sell
13,280
-1,986
-13% -$96K 0.01% 233
2023
Q3 		$732K Sell
15,266
-1,520
-9% -$73.1K 0.01% 227
2023
Q2 		$809K Sell
16,786
-1,480
-8% -$71.6K 0.01% 237
2023
Q1 		$893K Buy
18,266
+2,234
+14% +$108K 0.02% 242
2022
Q4 		$766K Sell
16,032
-1,499
-9% -$71.4K 0.01% 265
2022
Q3 		$832K Buy
+17,531
New +$849K 0.01% 248
2022
Q2 		– Sell
-17,867
Closed -$880K – 381
2022
Q1 		$880K Sell
17,867
-673
-4% -$33.7K 0.01% 272
2021
Q4 		$944K Sell
18,540
-380
-2% -$19.5K 0.02% 260
2021
Q3 		$975K Buy
18,920
+1,159
+7% +$60K 0.02% 247
2021
Q2 		$918K Buy
17,761
+5,701
+47% +$296K 0.02% 253
2021
Q1 		$623K Buy
12,060
+716
+6% +$37.2K 0.02% 247
2020
Q4 		$591K Buy
11,344
+4,777
+73% +$249K 0.02% 256
2020
Q3 		$342K Buy
+6,567
New +$343K 0.02% 308

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
BI
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Meitav Investment House's SLQD Position: Q2 2026 in Review

Meitav Investment House sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026, closing a stake of 4,775 shares — an estimated $240K sold.

Meitav Investment House first reported a position in SLQD in Q3 2020 and held it in 22 quarters. The position peaked at $975K in Q3 2021. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Meitav Investment House reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Meitav Investment House sold 4,775 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $240K.
  • Meitav Investment House first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 22 quarters.
  • Meitav Investment House's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $975K in Q3 2021.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.