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

Rialto Wealth Management’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 Q1	$580K	Sell	11,483 -76	-0.7%	-$3.85K	0.13%	98
2025 Q4	$586K	Sell	11,559 -42	-0.4%	-$2.13K	0.14%	94
2025 Q3	$590K	Sell	11,601 -12	-0.1%	-$607	0.15%	86
2025 Q2	$588K	Hold	11,613	–	–	0.16%	90
2025 Q1	$584K	Sell	11,613 -109	-0.9%	-$5.45K	0.18%	87
2024 Q4	$583K	Buy	+11,722	New	+$585K	0.19%	82

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rialto Wealth Management's SLQD Position: Q1 2026 in Review

Rialto Wealth Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.66% in Q1 2026, selling an estimated $3.85K and leaving 11,483 shares worth $580K. The position accounts for 0.13% of the portfolio, ranked #98.

Rialto Wealth Management first reported a position in SLQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $590K in Q3 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Rialto Wealth Management held 11,483 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $580K as of Q1 2026.
Rialto Wealth Management sold 76 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.85K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.13% of Rialto Wealth Management's portfolio in Q1 2026, its #98 holding.
Rialto Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $590K in Q3 2025.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.