OFC Financial Planning’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

OFC Financial Planning’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	$1.58M	Sell	31,339 -251	-0.8%	-$12.6K	1.4%	19
2026 Q1	$1.59M	Sell	31,590 -84	-0.3%	-$4.26K	1.57%	14
2025 Q4	$1.61M	Sell	31,674 -1,126	-3%	-$57.1K	1.52%	15
2025 Q3	$1.67M	Sell	32,800 -253	-0.8%	-$12.8K	1.65%	15
2025 Q2	$1.67M	Sell	33,053 -1,154	-3%	-$57.9K	1.78%	12
2025 Q1	$1.72M	Sell	34,207 -19,364	-36%	-$968K	1.95%	11
2024 Q4	$2.66M	Buy	+53,571	New	+$2.67M	2.81%	7

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

OFC Financial Planning's SLQD Position: Q2 2026 in Review

OFC Financial Planning reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.79% in Q2 2026, selling an estimated $12.6K and leaving 31,339 shares worth $1.58M. The position accounts for 1.4% of the portfolio, ranked #19.

OFC Financial Planning first reported a position in SLQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.66M in Q4 2024. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

OFC Financial Planning held 31,339 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.58M as of Q2 2026.
OFC Financial Planning sold 251 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.6K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 1.4% of OFC Financial Planning's portfolio in Q2 2026, its #19 holding.
OFC Financial Planning 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.
OFC Financial Planning's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.66M in Q4 2024.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.