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Pettyjohn Wood & White’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Pettyjohn Wood & White’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 		$443K Hold
8,790
– – 0.06% 158
2026
Q1 		$444K Buy
8,790
+300
+4% +$15.2K 0.07% 143
2025
Q4 		$430K Buy
8,490
+400
+5% +$20.3K 0.07% 145
2025
Q3 		$411K Hold
8,090
– – 0.07% 146
2025
Q2 		$409K Hold
8,090
– – 0.07% 141
2025
Q1 		$407K Buy
8,090
+100
+1% +$5K 0.08% 137
2024
Q4 		$397K Buy
7,990
+275
+4% +$13.7K 0.07% 141
2024
Q3 		$389K Sell
7,715
-400
-5% -$20K 0.07% 144
2024
Q2 		$400K Sell
8,115
-270
-3% -$13.2K 0.08% 139
2024
Q1 		$413K Buy
8,385
+50
+0.6% +$2.46K 0.08% 134
2023
Q4 		$410K Sell
8,335
-400
-5% -$19.3K 0.09% 130
2023
Q3 		$419K Hold
8,735
– – 0.1% 122
2023
Q2 		$421K Sell
8,735
-4,945
-36% -$239K 0.1% 120
2023
Q1 		$663K Sell
13,680
-9,510
-41% -$458K 0.16% 88
2022
Q4 		$1.11M Sell
23,190
-22,737
-50% -$1.08M 0.28% 70
2022
Q3 		$2.18M Sell
45,927
-85,920
-65% -$4.16M 0.58% 49
2022
Q2 		$6.39M Sell
131,847
-37,840
-22% -$1.84M 1.51% 22
2022
Q1 		$8.38M Sell
169,687
-8,415
-5% -$422K 1.79% 17
2021
Q4 		$9.09M Buy
178,102
+1,821
+1% +$93.3K 1.87% 15
2021
Q3 		$9.11M Buy
176,281
+4,224
+2% +$219K 2.02% 13
2021
Q2 		$8.92M Sell
172,057
-2,540
-1% -$132K 2% 16
2021
Q1 		$9.04M Buy
174,597
+27,077
+18% +$1.41M 2.14% 14
2020
Q4 		$7.7M Buy
147,520
+65,515
+80% +$3.41M 1.97% 16
2020
Q3 		$4.27M Buy
82,005
+59,305
+261% +$3.09M 1.25% 31
2020
Q2 		$1.18M Buy
+22,700
New +$1.17M 0.38% 60

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

Pettyjohn Wood & White's SLQD Position: Q2 2026 in Review

Pettyjohn Wood & White held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 8,790 shares worth $443K. The position accounts for 0.06% of the portfolio, ranked #158.

Pettyjohn Wood & White first reported a position in SLQD in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.11M in Q3 2021. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Pettyjohn Wood & White held 8,790 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $443K as of Q2 2026.
  • Pettyjohn Wood & White left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Pettyjohn Wood & White's portfolio in Q2 2026, its #158 holding.
  • Pettyjohn Wood & White first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Pettyjohn Wood & White's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $9.11M in Q3 2021.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.