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

NBC Securities’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	$20K	Buy	396 +2	+0.5%	+$101	﹤0.01%	1650
2026 Q1	$19.9K	Buy	394 +1	+0.3%	+$51	﹤0.01%	1709
2025 Q4	$19.9K	Sell	393 -64	-14%	-$3.25K	﹤0.01%	1775
2025 Q3	$23.3K	Buy	457 +2	+0.4%	+$101	﹤0.01%	1675
2025 Q2	$23K	Sell	455 -181	-28%	-$9.08K	﹤0.01%	1664
2025 Q1	$32K	Buy	+636	New	+$31.8K	﹤0.01%	1306
2024 Q4	–	Sell	-2,029	Closed	-$102K	–	1943
2024 Q3	$102K	Sell	2,029 -2,165	-52%	-$108K	0.01%	977
2024 Q2	$206K	Sell	4,194 -4,033	-49%	-$198K	0.02%	743
2024 Q1	$414K	Sell	8,227 -2,717	-25%	-$133K	0.04%	504
2023 Q4	$538K	Sell	10,944 -9,587	-47%	-$463K	0.05%	393
2023 Q3	$985K	Buy	+20,531	New	+$988K	0.11%	187

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

NBC Securities's SLQD Position: Q2 2026 in Review

NBC Securities increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.51% in Q2 2026, buying an estimated $101 and bringing the position to 396 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

NBC Securities first reported a position in SLQD in Q3 2023 and has held it in 11 quarters since. The position peaked at $985K in Q3 2023. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

NBC Securities held 396 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $20K as of Q2 2026.
NBC Securities bought 2 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $101.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1650 holding.
NBC Securities first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
NBC Securities's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $985K in Q3 2023.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.