Osaic Holdings
SLQD icon

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

Osaic Holdings’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 		$4.24M Buy
84,228
+14,754
+21% +$743K 0.01% 1660
2026
Q1 		$3.51M Sell
69,474
-17,524
-20% -$888K 0.01% 1609
2025
Q4 		$4.41M Sell
86,998
-21,209
-20% -$1.08M 0.01% 1463
2025
Q3 		$5.5M Sell
108,207
-41,790
-28% -$2.11M 0.01% 1395
2025
Q2 		$7.59M Sell
149,997
-99,287
-40% -$4.98M 0.01% 986
2025
Q1 		$12.5M Buy
249,284
+45,784
+22% +$2.29M 0.03% 591
2024
Q4 		$10.1M Sell
203,500
-77,801
-28% -$3.88M 0.02% 656
2024
Q3 		$14.2M Sell
281,301
-16,469
-6% -$822K 0.03% 532
2024
Q2 		$14.7M Sell
297,770
-16,170
-5% -$793K 0.03% 493
2024
Q1 		$15.5M Sell
313,940
-35,199
-10% -$1.73M 0.03% 496
2023
Q4 		$17.2M Sell
349,139
-21,490
-6% -$1.04M 0.03% 530
2023
Q3 		$17.8M Sell
370,629
-1,566
-0.4% -$75.3K 0.03% 588
2023
Q2 		$17.9M Sell
372,195
-8,552
-2% -$414K 0.03% 505
2023
Q1 		$18.5M Buy
380,747
+25,874
+7% +$1.25M 0.03% 486
2022
Q4 		$17M Sell
354,873
-227
-0.1% -$10.8K 0.03% 493
2022
Q3 		$16.8M Buy
355,100
+9,879
+3% +$478K 0.04% 445
2022
Q2 		$16.7M Sell
345,221
-21,661
-6% -$1.06M 0.04% 448
2022
Q1 		$19.1M Sell
366,882
-3,962
-1% -$199K 0.04% 445
2021
Q4 		$18.9M Buy
370,844
+10,841
+3% +$556K 0.04% 443
2021
Q3 		$18.6M Buy
360,003
+11,689
+3% +$605K 0.04% 426
2021
Q2 		$18.1M Buy
348,314
+54,947
+19% +$2.85M 0.04% 422
2021
Q1 		$15.2M Buy
293,367
+37,871
+15% +$1.97M 0.04% 437
2020
Q4 		$13.3M Buy
255,496
+52,820
+26% +$2.75M 0.04% 426
2020
Q3 		$10.6M Buy
202,676
+34,366
+20% +$1.79M 0.03% 453
2020
Q2 		$8.77M Sell
168,310
-119,985
-42% -$6.17M 0.03% 488
2020
Q1 		$5.96M Buy
+288,295
New +$14.6M 0.02% 534

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
BI
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings's SLQD Position: Q2 2026 in Review

Osaic Holdings increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 21% in Q2 2026, buying an estimated $743K and bringing the position to 84,228 shares worth $4.24M. The position accounts for 0.01% of the portfolio, ranked #1660.

Osaic Holdings first reported a position in SLQD in Q1 2020 and has held it in 26 quarters since. The position peaked at $19.1M in Q1 2022. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Osaic Holdings held 84,228 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $4.24M as of Q2 2026.
  • Osaic Holdings bought 14,754 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $743K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1660 holding.
  • Osaic Holdings first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $19.1M in Q1 2022.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.