O'Shaughnessy Asset Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

O'Shaughnessy Asset Management’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	$655	Buy	13 +1	+8%	+$50	﹤0.01%	2555
2026 Q1	$606	Hold	12	–	–	﹤0.01%	2598
2025 Q4	$608	Hold	12	–	–	﹤0.01%	2575
2025 Q3	$610	Hold	12	–	–	﹤0.01%	2501
2025 Q2	$607	Hold	12	–	–	﹤0.01%	2313
2025 Q1	$603	Buy	+12	New	+$600	﹤0.01%	2247

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

O'Shaughnessy Asset Management's SLQD Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 8.3% in Q2 2026, buying an estimated $50 and bringing the position to 13 shares worth $655. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

O'Shaughnessy Asset Management first reported a position in SLQD in Q1 2025 and has held it in 6 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

O'Shaughnessy Asset Management held 13 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $655 as of Q2 2026.
O'Shaughnessy Asset Management bought 1 iShares 0-5 Year Investment Grade Corporate Bond ETF share in Q2 2026, an estimated $50.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2555 holding.
O'Shaughnessy Asset Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 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 O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.