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

PFG 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	$367K	Sell	7,293 -156,893	-96%	-$7.9M	0.02%	608
2026 Q1	$8.29M	Buy	+164,186	New	+$8.32M	0.4%	56
2023 Q1	–	Sell	-29,316	Closed	-$1.4M	–	649
2022 Q4	$1.4M	Buy	29,316 +992	+4%	+$47.2K	0.14%	194
2022 Q3	$1.34M	Buy	28,324 +13,898	+96%	+$673K	0.15%	174
2022 Q2	$699K	Sell	14,426 -1,429	-9%	-$69.6K	0.08%	213
2022 Q1	$783K	Buy	15,855 +510	+3%	+$25.6K	0.08%	228
2021 Q4	$783K	Buy	15,345 +115	+0.8%	+$5.89K	0.08%	292
2021 Q3	$787K	Buy	+15,230	New	+$789K	0.09%	280

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

PFG Advisors's SLQD Position: Q2 2026 in Review

PFG Advisors reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 96% in Q2 2026, selling an estimated $7.9M and leaving 7,293 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #608.

PFG Advisors first reported a position in SLQD in Q3 2021 and has held it in 8 quarters since. The position peaked at $8.29M in Q1 2026. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

PFG Advisors held 7,293 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $367K as of Q2 2026.
PFG Advisors sold 156,893 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.9M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.02% of PFG Advisors's portfolio in Q2 2026, its #608 holding.
PFG Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 8 quarters since.
PFG Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $8.29M in Q1 2026.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.