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

Novem Group’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	$234K	Buy	4,647 +246	+6%	+$12.4K	0.02%	399
2026 Q1	$222K	Hold	4,401	–	–	0.03%	394
2025 Q4	$223K	Hold	4,401	–	–	0.03%	388
2025 Q3	$224K	Hold	4,401	–	–	0.03%	377
2025 Q2	$223K	Hold	4,401	–	–	0.03%	366
2025 Q1	$221K	Hold	4,401	–	–	0.03%	331
2024 Q4	$219K	Buy	+4,401	New	+$220K	0.03%	333

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

Novem Group's SLQD Position: Q2 2026 in Review

Novem Group increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 5.6% in Q2 2026, buying an estimated $12.4K and bringing the position to 4,647 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #399.

Novem Group first reported a position in SLQD in Q4 2024 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Novem Group held 4,647 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $234K as of Q2 2026.
Novem Group bought 246 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.4K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Novem Group's portfolio in Q2 2026, its #399 holding.
Novem Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 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 Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.