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Pittenger & Anderson Inc’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Pittenger & Anderson Inc’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 		$160K Hold
3,170
– – 0.01% 250
2026
Q1 		$160K Buy
3,170
+1,070
+51% +$54.2K 0.01% 241
2025
Q4 		$106K Hold
2,100
– – ﹤0.01% 264
2025
Q3 		$107K Hold
2,100
– – ﹤0.01% 263
2025
Q2 		$106K Hold
2,100
– – ﹤0.01% 250
2025
Q1 		$106K Hold
2,100
– – ﹤0.01% 245
2024
Q4 		$104K Sell
2,100
-25
-1% -$1.25K ﹤0.01% 261
2024
Q3 		$107K Hold
2,125
– – ﹤0.01% 267
2024
Q2 		$105K Sell
2,125
-400
-16% -$19.6K ﹤0.01% 262
2024
Q1 		$124K Hold
2,525
– – 0.01% 253
2023
Q4 		$124K Hold
2,525
– – 0.01% 248
2023
Q3 		$121K Hold
2,525
– – 0.01% 230
2023
Q2 		$122K Hold
2,525
– – 0.01% 235
2023
Q1 		$122K Hold
2,525
– – 0.01% 234
2022
Q4 		$121K Hold
2,525
– – 0.01% 232
2022
Q3 		$120K Sell
2,525
-1,000
-28% -$48.4K 0.01% 228
2022
Q2 		$171K Sell
3,525
-1,000
-22% -$48.7K 0.01% 209
2022
Q1 		$223K Sell
4,525
-85
-2% -$4.26K 0.01% 205
2021
Q4 		$235K Sell
4,610
-2,501
-35% -$128K 0.01% 201
2021
Q3 		$367K Buy
+7,111
New +$368K 0.02% 175

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

Pittenger & Anderson Inc's SLQD Position: Q2 2026 in Review

Pittenger & Anderson Inc held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 3,170 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #250.

Pittenger & Anderson Inc first reported a position in SLQD in Q3 2021 and has held it in 20 quarters since. The position peaked at $367K in Q3 2021. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Pittenger & Anderson Inc held 3,170 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $160K as of Q2 2026.
  • Pittenger & Anderson Inc 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 0.01% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #250 holding.
  • Pittenger & Anderson Inc first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Pittenger & Anderson Inc's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $367K 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 Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.