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SLQD icon

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

MMBG Investment 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 		$854K Hold
16,964
– – 0.07% 112
2026
Q1 		$857K Hold
16,964
– – 0.08% 103
2025
Q4 		$860K Hold
16,964
– – 0.07% 110
2025
Q3 		$862K Hold
16,964
– – 0.08% 111
2025
Q2 		$858K Hold
16,964
– – 0.09% 104
2025
Q1 		$853K Hold
16,964
– – 0.1% 95
2024
Q4 		$844K Hold
16,964
– – 0.09% 97
2024
Q3 		$855K Hold
16,964
– – 0.09% 98
2024
Q2 		$835K Hold
16,964
– – 0.09% 93
2024
Q1 		$832K Hold
16,964
– – 0.09% 96
2023
Q4 		$835K Hold
16,964
– – 0.1% 92
2023
Q3 		$814K Hold
16,964
– – 0.1% 91
2023
Q2 		$819K Hold
16,964
– – 0.1% 91
2023
Q1 		$822K Hold
16,964
– – 0.1% 90
2022
Q4 		$812K Hold
16,964
– – 0.11% 93
2022
Q3 		$804K Hold
16,964
– – 0.11% 89
2022
Q2 		$822K Hold
16,964
– – 0.1% 92
2022
Q1 		$837K Hold
16,964
– – 0.09% 94
2021
Q4 		$866K Buy
+16,964
New +$869K 0.08% 101

Other funds holding SLQD

LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CNB
Camden National Bank Camden, Maine $767M AUM 14.32% 1-Year Est. Return
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.44B AUM 26.89% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

MMBG Investment Advisors's SLQD Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 16,964 shares worth $854K. The position accounts for 0.07% of the portfolio, ranked #112.

MMBG Investment Advisors first reported a position in SLQD in Q4 2021 and has held it in 19 quarters since. The position peaked at $866K in Q4 2021. 169 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • MMBG Investment Advisors held 16,964 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $854K as of Q2 2026.
  • MMBG Investment Advisors 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 0.07% of MMBG Investment Advisors's portfolio in Q2 2026, its #112 holding.
  • MMBG Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • MMBG Investment Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $866K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.