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

Strategic Advocates’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	–	Sell	-9	Closed	-$457	–	553
2025 Q4	$457	Hold	9	–	–	﹤0.01%	550
2025 Q3	$457	Buy	+9	New	+$455	﹤0.01%	531
2025 Q1	–	Sell	-18,087	Closed	-$900K	–	126
2024 Q4	$900K	Buy	18,087 +2,760	+18%	+$138K	0.3%	51
2024 Q3	$773K	Sell	15,327 -3,036	-17%	-$151K	0.28%	55
2024 Q2	$904K	Buy	18,363 +426	+2%	+$20.9K	0.36%	39
2024 Q1	$883K	Buy	17,937 +780	+5%	+$38.3K	0.34%	52
2023 Q4	$844K	Buy	17,157 +3,010	+21%	+$145K	0.36%	57
2023 Q3	$679K	Buy	+14,147	New	+$681K	0.32%	62

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 $4.13B AUM 32.58% 1-Year Est. Return

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

Strategic Advocates's SLQD Position: Q1 2026 in Review

Strategic Advocates sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2026, closing a stake of 9 shares — an estimated $457 sold.

Strategic Advocates first reported a position in SLQD in Q3 2023 and held it in 8 quarters. The position peaked at $904K in Q2 2024. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Strategic Advocates reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 9 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $457.
Strategic Advocates first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and held it in 8 quarters.
Strategic Advocates's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $904K in Q2 2024.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.