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

Private Wealth Management 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 		$1.29M Buy
25,989
+3,764
+17% +$188K 0.29% 41
2026
Q2 		$1.12M Buy
22,225
+1,267
+6% +$63.8K 0.26% 43
2026
Q1 		$1.06M Buy
20,958
+1,357
+7% +$68.8K 0.28% 39
2025
Q4 		$994K Buy
19,601
+1,710
+10% +$86.8K 0.27% 41
2025
Q3 		$909K Buy
17,891
+1,243
+7% +$62.9K 0.25% 43
2025
Q2 		$842K Buy
16,648
+655
+4% +$32.9K 0.28% 43
2025
Q1 		$804K Buy
15,993
+1,877
+13% +$93.8K 0.3% 40
2024
Q4 		$702K Buy
14,116
+2,358
+20% +$118K 0.27% 41
2024
Q3 		$593K Buy
11,758
+817
+7% +$40.8K 0.23% 45
2024
Q2 		$539K Buy
10,941
+589
+6% +$28.9K 0.23% 44
2024
Q1 		$510K Sell
10,352
-9,247
-47% -$454K 0.23% 40
2023
Q4 		$964K Buy
+19,599
New +$947K 0.47% 29

Other funds holding SLQD

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
Camden National Bank
Camden National Bank Camden, Maine $753M AUM 9.97% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Global Wealth Management Investment Advisory
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $728M AUM 15.12% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

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

Private Wealth Management Group increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 17% in Q3 2026, buying an estimated $188K and bringing the position to 25,989 shares worth $1.29M. The position accounts for 0.29% of the portfolio, ranked #41.

Private Wealth Management Group first reported a position in SLQD in Q4 2023 and has held it in 12 quarters since. 130 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

  • Private Wealth Management Group held 25,989 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.29M as of Q3 2026.
  • Private Wealth Management Group bought 3,764 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $188K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.29% of Private Wealth Management Group's portfolio in Q3 2026, its #41 holding.
  • Private Wealth Management Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

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