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

River Wealth 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	$4.73M	Sell	93,812 -9,318	-9%	-$469K	0.49%	45
2026 Q1	$5.21M	Sell	103,130 -4,965	-5%	-$252K	0.6%	44
2025 Q4	$5.48M	Sell	108,095 -7,703	-7%	-$391K	0.61%	42
2025 Q3	$5.89M	Sell	115,798 -5,218	-4%	-$264K	0.69%	39
2025 Q2	$6.12M	Sell	121,016 -16,213	-12%	-$814K	0.76%	37
2025 Q1	$6.9M	Sell	137,229 -20,998	-13%	-$1.05M	0.96%	28
2024 Q4	$7.87M	Sell	158,227 -162,249	-51%	-$8.1M	1.04%	24
2024 Q3	$16.2M	Sell	320,476 -12,362	-4%	-$617K	2.15%	9
2024 Q2	$16.4M	Sell	332,838 -5,086	-2%	-$249K	2.35%	7
2024 Q1	$16.6M	Sell	337,924 -11,798	-3%	-$580K	2.42%	8
2023 Q4	$17.2M	Sell	349,722 -5,154	-1%	-$249K	2.75%	7
2023 Q3	$17M	Sell	354,876 -11,703	-3%	-$563K	3.05%	7
2023 Q2	$17.7M	Sell	366,579 -4,726	-1%	-$229K	3%	7
2023 Q1	$18M	Buy	371,305 +19,416	+6%	+$935K	3.28%	7
2022 Q4	$16.8M	Buy	351,889 +73,622	+26%	+$3.51M	3.24%	6
2022 Q3	$13.2M	Buy	278,267 +19,942	+8%	+$965K	2.84%	7
2022 Q2	$12.5M	Sell	258,325 -922	-0.4%	-$44.9K	2.31%	9
2022 Q1	$12.8M	Buy	259,247 +13,130	+5%	+$658K	2.04%	11
2021 Q4	$12.6M	Buy	246,117 +6,524	+3%	+$334K	1.95%	11
2021 Q3	$12.4M	Buy	239,593 +20,870	+10%	+$1.08M	2.12%	11
2021 Q2	$11.3M	Buy	218,723 +21,886	+11%	+$1.13M	1.98%	12
2021 Q1	$10.2M	Buy	196,837 +41,503	+27%	+$2.16M	1.91%	12
2020 Q4	$8.11M	Buy	155,334 +64,996	+72%	+$3.39M	1.75%	12
2020 Q3	$4.71M	Buy	90,338 +67,587	+297%	+$3.53M	1.23%	21
2020 Q2	$1.19M	Buy	+22,751	New	+$1.17M	0.36%	80
2019 Q1	–	Sell	-3,600	Closed	-$178K	–	432
2018 Q4	$178K	Hold	3,600	–	–	0.08%	156
2018 Q3	$179K	Hold	3,600	–	–	0.07%	169
2018 Q2	$179K	Buy	+3,600	New	+$179K	0.07%	168

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

River Wealth Advisors's SLQD Position: Q2 2026 in Review

River Wealth Advisors reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 9% in Q2 2026, selling an estimated $469K and leaving 93,812 shares worth $4.73M. The position accounts for 0.49% of the portfolio, ranked #45.

River Wealth Advisors first reported a position in SLQD in Q2 2018 and has held it in 28 quarters since. The position peaked at $18M in Q1 2023. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

River Wealth Advisors held 93,812 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $4.73M as of Q2 2026.
River Wealth Advisors sold 9,318 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $469K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.49% of River Wealth Advisors's portfolio in Q2 2026, its #45 holding.
River Wealth Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 28 quarters since.
River Wealth Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $18M in Q1 2023.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.