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

Principal Securities’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	$709K	Sell	14,077 -93,429	-87%	-$4.71M	0.01%	918
2026 Q1	$5.43M	Buy	107,506 +1,342	+1%	+$68K	0.08%	239
2025 Q4	$5.38M	Buy	106,164 +6,138	+6%	+$311K	0.08%	229
2025 Q3	$5.08M	Buy	100,026 +4,408	+5%	+$223K	0.08%	226
2025 Q2	$4.84M	Buy	95,618 +15,808	+20%	+$793K	0.09%	215
2025 Q1	$3.97M	Hold	79,810	–	–	0.09%	224
2024 Q4	$3.97M	Buy	79,810 +4,544	+6%	+$227K	0.09%	223
2024 Q3	$3.8M	Sell	75,266 -720	-0.9%	-$35.9K	0.09%	215
2024 Q2	$3.74M	Buy	75,986 +5,685	+8%	+$279K	0.1%	180
2024 Q1	$3.46M	Buy	70,301 +6,281	+10%	+$309K	0.11%	183
2023 Q4	$3.15M	Buy	+64,020	New	+$3.09M	0.12%	173

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

Principal Securities's SLQD Position: Q2 2026 in Review

Principal Securities reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 87% in Q2 2026, selling an estimated $4.71M and leaving 14,077 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #918.

Principal Securities first reported a position in SLQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.43M in Q1 2026. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Principal Securities held 14,077 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $709K as of Q2 2026.
Principal Securities sold 93,429 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.71M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #918 holding.
Principal Securities first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $5.43M 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.