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SLQD icon

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

NDWM LLC’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 		$7.56M Buy
150,111
+21,389
+17% +$1.08M 4.44% 6
2026
Q1 		$6.5M Buy
128,722
+92,823
+259% +$4.71M 4.21% 7
2025
Q4 		$1.82M Buy
35,899
+5,140
+17% +$261K 1.2% 16
2025
Q3 		$1.56M Buy
30,759
+1,721
+6% +$87.1K 1.06% 17
2025
Q2 		$1.47M Sell
29,038
-369
-1% -$18.5K 1.08% 17
2025
Q1 		$1.48M Buy
29,407
+10,722
+57% +$536K 1.45% 13
2024
Q4 		$929K Sell
18,685
-10,404
-36% -$519K 0.78% 17
2024
Q3 		$1.47M Sell
29,089
-877
-3% -$43.8K 1.21% 14
2024
Q2 		$1.48M Sell
29,966
-3,093
-9% -$152K 1.31% 13
2024
Q1 		$1.63M Sell
33,059
-2,358
-7% -$116K 1.48% 12
2023
Q4 		$1.74M Buy
+35,417
New +$1.71M 1.68% 10

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

NDWM LLC's SLQD Position: Q2 2026 in Review

NDWM LLC increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 17% in Q2 2026, buying an estimated $1.08M and bringing the position to 150,111 shares worth $7.56M. The position accounts for 4.44% of the portfolio, ranked #6.

NDWM LLC first reported a position in SLQD in Q4 2023 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • NDWM LLC held 150,111 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $7.56M as of Q2 2026.
  • NDWM LLC bought 21,389 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.08M.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 4.44% of NDWM LLC's portfolio in Q2 2026, its #6 holding.
  • NDWM LLC first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NDWM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.