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 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

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 Management Group's SLQD Position: Q2 2026 in Review

Private Wealth Management Group increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 6% in Q2 2026, buying an estimated $63.8K and bringing the position to 22,225 shares worth $1.12M. The position accounts for 0.26% of the portfolio, ranked #43.

Private Wealth Management Group first reported a position in SLQD in Q4 2023 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Private Wealth Management Group held 22,225 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.12M as of Q2 2026.
Private Wealth Management Group bought 1,267 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $63.8K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.26% of Private Wealth Management Group's portfolio in Q2 2026, its #43 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 11 quarters since.
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 Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.