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

One Wealth 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 Q2	$457K	Buy	9,076 +2,525	+39%	+$127K	0.05%	192
2026 Q1	$331K	Sell	6,551 -268	-4%	-$13.6K	0.04%	235
2025 Q4	$346K	Sell	6,819 -8,976	-57%	-$455K	0.04%	214
2025 Q3	$803K	Sell	15,795 -153	-1%	-$7.74K	0.1%	113
2025 Q2	$807K	Sell	15,948 -980	-6%	-$49.2K	0.11%	107
2025 Q1	$851K	Buy	+16,928	New	+$846K	0.13%	103
2023 Q1	–	Sell	-2,899	Closed	-$139K	–	532
2022 Q4	$139K	Buy	+2,899	New	+$138K	0.03%	247
2022 Q3	–	Sell	-4,209	Closed	-$204K	–	208
2022 Q2	$204K	Buy	+4,209	New	+$205K	0.05%	182
2021 Q3	–	Sell	-26,904	Closed	-$1.39M	–	232
2021 Q2	$1.39M	Buy	26,904 +15,230	+130%	+$790K	0.44%	36
2021 Q1	$604K	Buy	+11,674	New	+$607K	0.23%	53

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

One Wealth Advisors's SLQD Position: Q2 2026 in Review

One Wealth Advisors increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 39% in Q2 2026, buying an estimated $127K and bringing the position to 9,076 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #192.

One Wealth Advisors first reported a position in SLQD in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.39M in Q2 2021. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

One Wealth Advisors held 9,076 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $457K as of Q2 2026.
One Wealth Advisors bought 2,525 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $127K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.05% of One Wealth Advisors's portfolio in Q2 2026, its #192 holding.
One Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 10 quarters since.
One Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.39M in Q2 2021.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.