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

Stratos Wealth Partners’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 		$1.47M Sell
29,195
-2,275
-7% -$115K 0.02% 657
2025
Q4 		$1.6M Sell
31,470
-6,292
-17% -$319K 0.02% 609
2025
Q3 		$1.92M Sell
37,762
-2,203
-6% -$111K 0.02% 542
2025
Q2 		$2.02M Sell
39,965
-2,367
-6% -$119K 0.03% 492
2025
Q1 		$2.13M Sell
42,332
-10,577
-20% -$529K 0.03% 435
2024
Q4 		$2.63M Sell
52,909
-3,156
-6% -$158K 0.04% 406
2024
Q3 		$2.83M Buy
56,065
+3,353
+6% +$167K 0.04% 380
2024
Q2 		$2.6M Sell
52,712
-1,096
-2% -$53.8K 0.04% 384
2024
Q1 		$2.65M Buy
53,808
+62
+0.1% +$3.05K 0.04% 377
2023
Q4 		$2.64M Buy
53,746
+9,516
+22% +$460K 0.05% 345
2023
Q3 		$2.12M Buy
44,230
+4,003
+10% +$193K 0.05% 372
2023
Q2 		$1.94M Buy
40,227
+8,274
+26% +$400K 0.04% 360
2023
Q1 		$1.55M Sell
31,953
-8,103
-20% -$390K 0.04% 374
2022
Q4 		$1.92M Sell
40,056
-12,262
-23% -$584K 0.05% 353
2022
Q3 		$2.48M Sell
52,318
-3,836
-7% -$186K 0.07% 266
2022
Q2 		$2.72M Sell
56,154
-1,740
-3% -$84.8K 0.07% 258
2022
Q1 		$2.86M Buy
57,894
+38,451
+198% +$1.93M 0.06% 281
2021
Q4 		$993K Buy
19,443
+2,344
+14% +$120K 0.02% 565
2021
Q3 		$884K Buy
17,099
+3,352
+24% +$174K 0.02% 554
2021
Q2 		$713K Buy
13,747
+614
+5% +$31.8K 0.02% 658
2021
Q1 		$680K Buy
13,133
+28
+0.2% +$1.46K 0.02% 614
2020
Q4 		$684K Buy
13,105
+3,972
+43% +$207K 0.02% 569
2020
Q3 		$476K Hold
9,133
– – 0.02% 634
2020
Q2 		$476K Sell
9,133
-7,715
-46% -$397K 0.02% 615
2020
Q1 		$845K Sell
16,848
-1,879
-10% -$95.2K 0.04% 371
2019
Q4 		$956K Buy
18,727
+272
+1% +$13.9K 0.04% 402
2019
Q3 		$944K Buy
18,455
+4,708
+34% +$240K 0.04% 380
2019
Q2 		$701K Buy
13,747
+4,332
+46% +$219K 0.03% 469
2019
Q1 		$475K Buy
+9,415
New +$471K 0.02% 568
2018
Q4 		– Sell
-304
Closed -$15K – 2230
2018
Q3 		$15K Buy
+304
New +$15.1K ﹤0.01% 2008
2018
Q2 		– Sell
-301
Closed -$15K – 2316
2018
Q1 		$15K Buy
+301
New +$15K ﹤0.01% 2139

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
BI
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stratos Wealth Partners's SLQD Position: Q1 2026 in Review

Stratos Wealth Partners reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 7.2% in Q1 2026, selling an estimated $115K and leaving 29,195 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #657.

Stratos Wealth Partners first reported a position in SLQD in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.86M in Q1 2022. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Stratos Wealth Partners held 29,195 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.47M as of Q1 2026.
  • Stratos Wealth Partners sold 2,275 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $115K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #657 holding.
  • Stratos Wealth Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 31 quarters since.
  • Stratos Wealth Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.86M in Q1 2022.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.