NewEdge Advisors
SLQD icon

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

NewEdge 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
Q3 		$25.4M Buy
514,164
+10,780
+2% +$539K 0.07% 257
2026
Q2 		$25.4M Buy
503,384
+16,031
+3% +$807K 0.08% 252
2026
Q1 		$24.6M Buy
487,353
+9,539
+2% +$484K 0.09% 224
2025
Q4 		$24.2M Buy
477,814
+15,334
+3% +$778K 0.09% 214
2025
Q3 		$23.5M Buy
462,480
+179,394
+63% +$9.08M 0.11% 189
2025
Q2 		$14.3M Buy
283,086
+173,028
+157% +$8.68M 0.07% 266
2025
Q1 		$5.53M Buy
110,058
+16,490
+18% +$824K 0.03% 477
2024
Q4 		$4.65M Sell
93,568
-10,010
-10% -$500K 0.03% 525
2024
Q3 		$5.22M Buy
103,578
+11,756
+13% +$586K 0.03% 456
2024
Q2 		$4.52M Buy
91,822
+80,098
+683% +$3.93M 0.03% 477
2024
Q1 		$577K Sell
11,724
-181
-2% -$8.89K 0.01% 1259
2023
Q4 		$586K Buy
11,905
+23
+0.2% +$1.11K 0.01% 1201
2023
Q3 		$570K Sell
11,882
-17,091
-59% -$822K 0.01% 1110
2023
Q2 		$1.4M Sell
28,973
-29,570
-51% -$1.43M 0.02% 723
2023
Q1 		$2.84M Sell
58,543
-128,342
-69% -$6.18M 0.04% 434
2022
Q4 		$7.83M Buy
186,885
+2,659
+1% +$127K 0.21% 108
2022
Q3 		$8.73M Buy
184,226
+35,530
+24% +$1.72M 0.14% 160
2022
Q2 		$7.21M Buy
148,696
+112,332
+309% +$5.47M 0.12% 179
2022
Q1 		$1.8M Buy
36,364
+16,187
+80% +$811K 0.03% 456
2021
Q4 		$1.03M Sell
20,177
-1,543
-7% -$79.1K 0.02% 714
2021
Q3 		$1.12M Buy
21,720
+12,756
+142% +$661K 0.03% 487
2021
Q2 		$465K Sell
8,964
-12,819
-59% -$665K 0.01% 762
2021
Q1 		$1.13M Buy
21,783
+16,352
+301% +$850K 0.03% 429
2020
Q4 		$284K Buy
+5,431
New +$283K 0.01% 778

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

NewEdge Advisors's SLQD Position: Q3 2026 in Review

NewEdge Advisors increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 2.1% in Q3 2026, buying an estimated $539K and bringing the position to 514,164 shares worth $25.4M. The position accounts for 0.07% of the portfolio, ranked #257.

NewEdge Advisors first reported a position in SLQD in Q4 2020 and has held it in 24 quarters since. 222 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

  • NewEdge Advisors held 514,164 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $25.4M as of Q3 2026.
  • NewEdge Advisors bought 10,780 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $539K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.07% of NewEdge Advisors's portfolio in Q3 2026, its #257 holding.
  • NewEdge Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • 222 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.