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

Probity Advisors’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 		$628K Sell
12,475
-163
-1% -$8.21K 0.09% 140
2026
Q1 		$638K Sell
12,638
-18
-0.1% -$912 0.1% 133
2025
Q4 		$642K Hold
12,656
– – 0.1% 128
2025
Q3 		$643K Sell
12,656
-39
-0.3% -$1.97K 0.1% 128
2025
Q2 		$642K Sell
12,695
-1,055
-8% -$53K 0.11% 127
2025
Q1 		$691K Sell
13,750
-10,982
-44% -$549K 0.13% 114
2024
Q4 		$1.23M Sell
24,732
-43,311
-64% -$2.16M 0.24% 73
2024
Q3 		$3.43M Sell
68,043
-33,504
-33% -$1.67M 0.66% 27
2024
Q2 		$5M Sell
101,547
-45,408
-31% -$2.23M 1.04% 23
2024
Q1 		$7.23M Sell
146,955
-199,226
-58% -$9.79M 1.5% 14
2023
Q4 		$17M Sell
346,181
-248,350
-42% -$12M 3.71% 5
2023
Q3 		$28.5M Sell
594,531
-3,420
-0.6% -$165K 6.58% 3
2023
Q2 		$28.8M Buy
+597,951
New +$28.9M 6.29% 3
2022
Q4 		$29.1M Buy
607,115
+14,709
+2% +$700K 6.58% 3
2022
Q3 		$28.1M Sell
592,406
-4,442
-0.7% -$215K 6.97% 3
2022
Q2 		$28.9M Buy
596,848
+24,989
+4% +$1.22M 6.7% 3
2022
Q1 		$28.2M Buy
571,859
+51,011
+10% +$2.56M 5.82% 4
2021
Q4 		$26.6M Buy
520,848
+31,017
+6% +$1.59M 5.26% 4
2021
Q3 		$25.3M Buy
489,831
+24,006
+5% +$1.24M 5.23% 4
2021
Q2 		$24.1M Buy
465,825
+47,788
+11% +$2.48M 5.08% 4
2021
Q1 		$21.6M Buy
+418,037
New +$21.7M 4.83% 4
2020
Q3 		$17.8M Buy
341,287
+29,269
+9% +$1.53M 5.03% 3
2020
Q2 		$16.3M Buy
312,018
+19,520
+7% +$1M 5.04% 3
2020
Q1 		$14.7M Buy
292,498
+11,916
+4% +$604K 5.39% 3
2019
Q4 		$14.3M Buy
280,582
+27,922
+11% +$1.43M 4.33% 4
2019
Q3 		$12.9M Buy
252,660
+11,462
+5% +$584K 4.19% 4
2019
Q2 		$12.3M Buy
241,198
+11,782
+5% +$595K 4.08% 4
2019
Q1 		$11.6M Buy
229,416
+7,803
+4% +$390K 3.98% 4
2018
Q4 		$11M Buy
221,613
+53,638
+32% +$2.65M 4.07% 4
2018
Q3 		$8.34M Buy
167,975
+13,966
+9% +$693K 2.71% 10
2018
Q2 		$7.64M Buy
154,009
+55,328
+56% +$2.74M 2.69% 9
2018
Q1 		$4.91M Buy
98,681
+56,225
+132% +$2.8M 1.7% 14
2017
Q4 		$2.13M Buy
+42,456
New +$2.14M 0.75% 30

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
BI
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Probity Advisors's SLQD Position: Q2 2026 in Review

Probity Advisors reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 1.3% in Q2 2026, selling an estimated $8.21K and leaving 12,475 shares worth $628K. The position accounts for 0.09% of the portfolio, ranked #140.

Probity Advisors first reported a position in SLQD in Q4 2017 and has held it in 33 quarters since. The position peaked at $29.1M in Q4 2022. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Probity Advisors held 12,475 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $628K as of Q2 2026.
  • Probity Advisors sold 163 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $8.21K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Probity Advisors's portfolio in Q2 2026, its #140 holding.
  • Probity Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 33 quarters since.
  • Probity Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $29.1M in Q4 2022.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.