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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

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

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. 252 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.
  • 252 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.