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

Savant Capital’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	$1.11M	Sell	21,961 -1,945	-8%	-$98K	﹤0.01%	839
2026 Q1	$1.21M	Sell	23,906 -1,895	-7%	-$96.1K	0.01%	559
2025 Q4	$1.31M	Sell	25,801 -8	-0%	-$406	0.01%	504
2025 Q3	$1.31M	Buy	25,809 +21,082	+446%	+$1.07M	0.01%	484
2025 Q2	$239K	Sell	4,727 -312	-6%	-$15.7K	﹤0.01%	1068
2025 Q1	$253K	Buy	5,039 +121	+2%	+$6.05K	﹤0.01%	909
2024 Q4	$245K	Sell	4,918 -2,630	-35%	-$131K	﹤0.01%	1214
2024 Q3	$381K	Buy	+7,548	New	+$377K	﹤0.01%	992

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

Savant Capital's SLQD Position: Q2 2026 in Review

Savant Capital reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 8.1% in Q2 2026, selling an estimated $98K and leaving 21,961 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Savant Capital first reported a position in SLQD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Savant Capital held 21,961 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.11M as of Q2 2026.
Savant Capital sold 1,945 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $98K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #839 holding.
Savant Capital first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Savant Capital's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.31M in Q3 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.