New England Asset Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

New England Asset Management’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	$5.04K	Buy	+100	New	+$5.04K	﹤0.01%	123
2026 Q1	–	Sell	-100	Closed	-$5.07K	–	119
2025 Q4	$5.07K	Hold	100	–	–	﹤0.01%	116
2025 Q3	$5.08K	Hold	100	–	–	﹤0.01%	120
2025 Q2	$5.06K	Hold	100	–	–	﹤0.01%	114
2025 Q1	$5.03K	Hold	100	–	–	﹤0.01%	115
2024 Q4	$4.97K	Hold	100	–	–	﹤0.01%	114
2024 Q3	$5.04K	Hold	100	–	–	﹤0.01%	115
2024 Q2	$4.92K	Buy	+100	New	+$4.91K	﹤0.01%	112
2024 Q1	–	Sell	-100	Closed	-$4.92K	–	113
2023 Q4	$4.92K	Hold	100	–	–	﹤0.01%	112
2023 Q3	$4.8K	Buy	+100	New	+$4.81K	﹤0.01%	104

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

New England Asset Management's SLQD Position: Q2 2026 in Review

New England Asset Management opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026: 100 shares worth $5.04K. The stake represents ﹤0.01% of the portfolio and ranks #123 among its holdings. This is a return to the name: New England Asset Management previously reported a position in SLQD as recently as Q4 2025.

New England Asset Management first reported a position in SLQD in Q3 2023 and has held it in 10 quarters since. The position peaked at $5.08K in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

New England Asset Management held 100 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $5.04K as of Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF was a new New England Asset Management position in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of New England Asset Management's portfolio in Q2 2026, its #123 holding.
New England Asset Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 10 quarters since.
New England Asset Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $5.08K 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 New England Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.