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 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

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

Private Wealth Group's SLQD Position: Q2 2026 in Review

Private Wealth Group reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 24% in Q2 2026, selling an estimated $271K and leaving 17,019 shares worth $857K. The position accounts for 0.33% of the portfolio, ranked #38.

Private Wealth Group first reported a position in SLQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q3 2024. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Private Wealth Group held 17,019 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $857K as of Q2 2026.
Private Wealth Group sold 5,376 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $271K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.33% of Private Wealth Group's portfolio in Q2 2026, its #38 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 15 quarters since.
Private Wealth Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.48M in Q3 2024.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.