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

Mutual 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	$1.03M	Sell	20,501 -11	-0.1%	-$554	0.02%	643
2026 Q1	$1.04M	Sell	20,512 -747	-4%	-$37.9K	0.02%	590
2025 Q4	$1.08M	Hold	21,259	–	–	0.02%	554
2025 Q3	$1.08M	Buy	21,259 +1,450	+7%	+$73.4K	0.02%	544
2025 Q2	$1,000K	Buy	19,809 +3,352	+20%	+$168K	0.03%	517
2025 Q1	$828K	Sell	16,457 -1,263	-7%	-$63.1K	0.02%	517
2024 Q4	$883K	Sell	17,720 -48	-0.3%	-$2.4K	0.03%	522
2024 Q3	$888K	Sell	17,768 -267	-1%	-$13.3K	0.03%	520
2024 Q2	$896K	Sell	18,035 -1,303	-7%	-$63.9K	0.03%	515
2024 Q1	$952K	Buy	19,338 +1,032	+6%	+$50.7K	0.03%	488
2023 Q4	$901K	Buy	18,306 +691	+4%	+$33.4K	0.03%	487
2023 Q3	$845K	Buy	17,615 +13	+0.1%	+$625	0.03%	467
2023 Q2	$849K	Buy	+17,602	New	+$851K	0.03%	483

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

Mutual Advisors's SLQD Position: Q2 2026 in Review

Mutual Advisors reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.05% in Q2 2026, selling an estimated $554 and leaving 20,501 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #643.

Mutual Advisors first reported a position in SLQD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Mutual Advisors held 20,501 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.03M as of Q2 2026.
Mutual Advisors sold 11 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $554.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #643 holding.
Mutual Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Mutual Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.08M in Q3 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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