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

Secure Asset 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	$246K	Buy	4,890 +229	+5%	+$11.5K	0.03%	282
2026 Q1	$235K	Buy	4,661 +18	+0.4%	+$912	0.04%	286
2025 Q4	$235K	Sell	4,643 -524	-10%	-$26.6K	0.04%	306
2025 Q3	$262K	Buy	5,167 +264	+5%	+$13.4K	0.04%	267
2025 Q2	$248K	Buy	4,903 +280	+6%	+$14.1K	0.05%	274
2025 Q1	$232K	Buy	+4,623	New	+$231K	0.05%	272

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

Secure Asset Management's SLQD Position: Q2 2026 in Review

Secure Asset Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 4.9% in Q2 2026, buying an estimated $11.5K and bringing the position to 4,890 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #282.

Secure Asset Management first reported a position in SLQD in Q1 2025 and has held it in 6 quarters since. The position peaked at $262K in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Secure Asset Management held 4,890 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $246K as of Q2 2026.
Secure Asset Management bought 229 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $11.5K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Secure Asset Management's portfolio in Q2 2026, its #282 holding.
Secure Asset Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Secure Asset Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $262K 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 Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.