Steward Partners Investment Advisory’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Steward Partners Investment Advisory’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 Q1	$8.23K	Hold	163	–	–	﹤0.01%	3626
2025 Q4	$8.26K	Sell	163 -655	-80%	-$33.2K	﹤0.01%	3518
2025 Q3	$41.6K	Hold	818	–	–	﹤0.01%	2696
2025 Q2	$41.4K	Hold	818	–	–	﹤0.01%	2569
2025 Q1	$41.1K	Hold	818	–	–	﹤0.01%	2486
2024 Q4	$40.7K	Sell	818 -100	-11%	-$4.99K	﹤0.01%	2442
2024 Q3	$46.3K	Buy	918 +163	+22%	+$8.13K	﹤0.01%	2265
2024 Q2	$37.2K	Hold	755	–	–	﹤0.01%	2247
2024 Q1	$37.2K	Hold	755	–	–	﹤0.01%	2244
2023 Q4	$37.1K	Sell	755 -96	-11%	-$4.64K	﹤0.01%	2119
2023 Q3	$40.8K	Buy	851 +87	+11%	+$4.19K	﹤0.01%	1997
2023 Q2	$36.8K	Sell	764 -117	-13%	-$5.66K	﹤0.01%	2010
2023 Q1	$42.7K	Sell	881 -1,666	-65%	-$80.2K	﹤0.01%	1927
2022 Q4	$122K	Buy	2,547 +1,775	+230%	+$84.5K	﹤0.01%	1468
2022 Q3	$37K	Hold	772	–	–	﹤0.01%	1933
2022 Q2	$37K	Hold	772	–	–	﹤0.01%	1952
2022 Q1	$38K	Hold	772	–	–	﹤0.01%	2064
2021 Q4	$39K	Hold	772	–	–	﹤0.01%	2031
2021 Q3	$40K	Hold	772	–	–	﹤0.01%	2004
2021 Q2	$40K	Buy	772 +655	+560%	+$34K	﹤0.01%	3784
2021 Q1	$6.06K	Buy	117 +19	+19%	+$987	﹤0.01%	2962
2020 Q4	$5K	Hold	98	–	–	﹤0.01%	2533
2020 Q3	$5K	Sell	98 -158	-62%	-$8.24K	﹤0.01%	2387
2020 Q2	$13K	Hold	256	–	–	﹤0.01%	1938
2020 Q1	$12K	Hold	256	–	–	﹤0.01%	1799
2019 Q4	$13K	Buy	256 +23	+10%	+$1.17K	﹤0.01%	1927
2019 Q3	$11K	Hold	233	–	–	﹤0.01%	1959
2019 Q2	$11K	Buy	+233	New	+$11.8K	﹤0.01%	1950
2018 Q4	–	Sell	-909	Closed	-$45K	–	1935
2018 Q3	$45K	Buy	909 +8	+0.9%	+$397	﹤0.01%	1239
2018 Q2	$45K	Buy	+901	New	+$44.7K	﹤0.01%	1139

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steward Partners Investment Advisory's SLQD Position: Q1 2026 in Review

Steward Partners Investment Advisory held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q1 2026 at 163 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3626.

Steward Partners Investment Advisory first reported a position in SLQD in Q2 2018 and has held it in 30 quarters since. The position peaked at $122K in Q4 2022. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Steward Partners Investment Advisory held 163 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $8.23K as of Q1 2026.
Steward Partners Investment Advisory left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3626 holding.
Steward Partners Investment Advisory first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 30 quarters since.
Steward Partners Investment Advisory's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $122K in Q4 2022.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.