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

Rockbridge Investment 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 Q2	$3.04M	Sell	60,349 -9	-0%	-$453	0.25%	36
2026 Q1	$3.05M	Sell	60,358 -516	-0.8%	-$26.2K	0.27%	35
2025 Q4	$3.09M	Sell	60,874 -242	-0.4%	-$12.3K	0.29%	33
2025 Q3	$3.11M	Sell	61,116 -872	-1%	-$44.1K	0.31%	32
2025 Q2	$3.14M	Buy	61,988 +17	+0%	+$853	0.34%	31
2025 Q1	$3.12M	Sell	61,971 -2,610	-4%	-$130K	0.37%	30
2024 Q4	$3.21M	Sell	64,581 -2,482	-4%	-$124K	0.41%	30
2024 Q3	$3.38M	Sell	67,063 -10,082	-13%	-$503K	0.44%	29
2024 Q2	$3.8M	Sell	77,145 -511	-0.7%	-$25.1K	0.54%	26
2024 Q1	$3.82M	Sell	77,656 -2,208	-3%	-$108K	0.56%	27
2023 Q4	$3.93M	Buy	79,864 +5,100	+7%	+$246K	0.6%	28
2023 Q3	$3.59M	Sell	74,764 -478	-0.6%	-$23K	0.63%	28
2023 Q2	$3.63M	Buy	75,242 +1,144	+2%	+$55.3K	0.64%	27
2023 Q1	$3.59M	Sell	74,098 -1,423	-2%	-$68.5K	0.66%	26
2022 Q4	$3.61M	Buy	75,521 +3,257	+5%	+$155K	0.73%	23
2022 Q3	$3.43M	Sell	72,264 -1,621	-2%	-$78.5K	0.81%	24
2022 Q2	$3.58M	Sell	73,885 -5,572	-7%	-$272K	0.78%	22
2022 Q1	$3.91M	Buy	79,457 +11,109	+16%	+$557K	0.6%	32
2021 Q4	$3.49M	Buy	68,348 +14,762	+28%	+$757K	0.51%	32
2021 Q3	$2.77M	Sell	53,586 -218	-0.4%	-$11.3K	0.46%	37
2021 Q2	$2.79M	Buy	53,804 +424	+0.8%	+$22K	0.47%	37
2021 Q1	$2.76M	Sell	53,380 -707	-1%	-$36.7K	0.52%	36
2020 Q4	$2.82M	Sell	54,087 -661	-1%	-$34.4K	0.58%	32
2020 Q3	$2.85M	Sell	54,748 -2,566	-4%	-$134K	0.68%	29
2020 Q2	$2.99M	Buy	+57,314	New	+$2.95M	0.78%	28

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

Rockbridge Investment Management's SLQD Position: Q2 2026 in Review

Rockbridge Investment Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.01% in Q2 2026, selling an estimated $453 and leaving 60,349 shares worth $3.04M. The position accounts for 0.25% of the portfolio, ranked #36.

Rockbridge Investment Management first reported a position in SLQD in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.93M in Q4 2023. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Rockbridge Investment Management held 60,349 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $3.04M as of Q2 2026.
Rockbridge Investment Management sold 9 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $453.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.25% of Rockbridge Investment Management's portfolio in Q2 2026, its #36 holding.
Rockbridge Investment Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
Rockbridge Investment Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.93M in Q4 2023.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.