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

Spire 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 Q2	$343K	Hold	6,818	–	–	0.01%	636
2026 Q1	$344K	Sell	6,818 -325	-5%	-$16.5K	0.01%	627
2025 Q4	$362K	Sell	7,143 -25	-0.3%	-$1.27K	0.01%	624
2025 Q3	$364K	Hold	7,168	–	–	0.01%	616
2025 Q2	$363K	Buy	7,168 +552	+8%	+$27.7K	0.01%	589
2025 Q1	$333K	Hold	6,616	–	–	0.01%	684
2024 Q4	$329K	Hold	6,616	–	–	0.01%	679
2024 Q3	$334K	Sell	6,616 -887	-12%	-$44.3K	0.01%	616
2024 Q2	$370K	Sell	7,503 -1,125	-13%	-$55.2K	0.01%	551
2024 Q1	$425K	Sell	8,628 -1,529	-15%	-$75.1K	0.01%	565
2023 Q4	$499K	Sell	10,157 -5,231	-34%	-$253K	0.02%	517
2023 Q3	$739K	Sell	15,388 -8,857	-37%	-$426K	0.03%	398
2023 Q2	$1.17M	Sell	24,245 -17,715	-42%	-$857K	0.04%	318
2023 Q1	$2.03M	Sell	41,960 -20,514	-33%	-$988K	0.08%	226
2022 Q4	$2.99M	Sell	62,474 -7,593	-11%	-$362K	0.17%	126
2022 Q3	$3.32M	Sell	70,067 -32,086	-31%	-$1.55M	0.2%	106
2022 Q2	$4.95M	Buy	+102,153	New	+$4.98M	0.2%	122

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

Spire Wealth Management's SLQD Position: Q2 2026 in Review

Spire Wealth Management held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 6,818 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #636.

Spire Wealth Management first reported a position in SLQD in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.95M in Q2 2022. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Spire Wealth Management held 6,818 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $343K as of Q2 2026.
Spire Wealth Management left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #636 holding.
Spire Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
Spire Wealth Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $4.95M in Q2 2022.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.