PF
SLQD icon

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

PlanVest Financial’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 		$119K Buy
2,370
+30
+1% +$1.51K 0.08% 140
2026
Q1 		$118K Buy
+2,340
New +$119K 0.09% 124

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

PlanVest Financial's SLQD Position: Q2 2026 in Review

PlanVest Financial increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 1.3% in Q2 2026, buying an estimated $1.51K and bringing the position to 2,370 shares worth $119K. The position accounts for 0.08% of the portfolio, ranked #140.

PlanVest Financial first reported a position in SLQD in Q1 2026 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • PlanVest Financial held 2,370 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $119K as of Q2 2026.
  • PlanVest Financial bought 30 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.51K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.08% of PlanVest Financial's portfolio in Q2 2026, its #140 holding.
  • PlanVest Financial first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.