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

Portus Wealth 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
Q3 		$2.51M Sell
50,777
-186
-0.4% -$9.3K 2.07% 13
2026
Q2 		$2.57M Buy
50,963
+1,129
+2% +$56.9K 2.11% 13
2026
Q1 		$2.52M Buy
49,834
+4,670
+10% +$237K 2.37% 10
2025
Q4 		$2.29M Sell
45,164
-117
-0.3% -$5.94K 2.16% 13
2025
Q3 		$2.3M Buy
+45,281
New +$2.29M 2.3% 12

Other funds holding SLQD

VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Portus Wealth Advisors's SLQD Position: Q3 2026 in Review

Portus Wealth Advisors reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.36% in Q3 2026, selling an estimated $9.3K and leaving 50,777 shares worth $2.51M. The position accounts for 2.07% of the portfolio, ranked #13.

Portus Wealth Advisors first reported a position in SLQD in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.57M in Q2 2026. 18 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

  • Portus Wealth Advisors held 50,777 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.51M as of Q3 2026.
  • Portus Wealth Advisors sold 186 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $9.3K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 2.07% of Portus Wealth Advisors's portfolio in Q3 2026, its #13 holding.
  • Portus Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Portus Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.57M in Q2 2026.
  • 18 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.