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

OneDigital Investment 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 Q1	–	Sell	-4,909	Closed	-$249K	–	1580
2025 Q4	$249K	Buy	+4,909	New	+$249K	﹤0.01%	1321
2022 Q1	–	Sell	-19,605	Closed	-$1M	–	835
2021 Q4	$1M	Buy	+19,605	New	+$1M	0.04%	284
2019 Q2	–	Sell	-873	Closed	-$44K	–	1267
2019 Q1	$44K	Buy	+873	New	+$43.6K	0.01%	518

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OneDigital Investment Advisors's SLQD Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2026, closing a stake of 4,909 shares — an estimated $249K sold.

OneDigital Investment Advisors first reported a position in SLQD in Q1 2019 and held it in 3 quarters. The position peaked at $1M in Q4 2021. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

OneDigital Investment Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 4,909 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $249K.
OneDigital Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
OneDigital Investment Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1M in Q4 2021.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.