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

Private Wealth Group’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	$842K	Hold	17,019	–	–	0.32%	35
2026 Q2	$857K	Sell	17,019 -5,376	-24%	-$271K	0.33%	38
2026 Q1	$1.13M	Hold	22,395	–	–	0.53%	29
2025 Q4	$1.14M	Hold	22,395	–	–	0.54%	29
2025 Q3	$1.14M	Hold	22,395	–	–	0.57%	27
2025 Q2	$1.13M	Sell	22,395 -6,952	-24%	-$349K	0.6%	23
2025 Q1	$1.48M	Hold	29,347	–	–	0.87%	18
2024 Q4	$1.46M	Hold	29,347	–	–	0.71%	23
2024 Q3	$1.48M	Hold	29,347	–	–	0.74%	23
2024 Q2	$1.45M	Hold	29,347	–	–	0.76%	23
2024 Q1	$1.44M	Hold	29,347	–	–	0.75%	23
2023 Q4	$1.44M	Hold	29,347	–	–	0.82%	21
2023 Q3	$1.41M	Hold	29,347	–	–	0.92%	21
2023 Q2	$1.41M	Hold	29,347	–	–	1.46%	19
2023 Q1	$1.42M	Hold	29,347	–	–	1.96%	15
2022 Q4	$1.4M	Buy	+29,347	New	+$1.4M	1.99%	16

Other funds holding SLQD

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Camden National Bank Camden, Maine $753M AUM 9.97% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Integral Investment Advisors Turlock, California $465M AUM 16.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Private Wealth Group's SLQD Position: Q3 2026 in Review

Private Wealth Group held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q3 2026 at 17,019 shares worth $842K. The position accounts for 0.32% of the portfolio, ranked #35.

Private Wealth Group first reported a position in SLQD in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.48M in Q3 2024. 106 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

Private Wealth Group held 17,019 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $842K as of Q3 2026.
Private Wealth Group left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.32% of Private Wealth Group's portfolio in Q3 2026, its #35 holding.
Private Wealth Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
Private Wealth Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.48M in Q3 2024.
106 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.