TWM
SLQD icon

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

TRB 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 		$395K Buy
+7,840
New +$395K 0.05% 174

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
BI
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TRB Wealth Management opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026: 7,840 shares worth $395K. The stake represents 0.05% of the portfolio and ranks #174 among its holdings.

251 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • TRB Wealth Management held 7,840 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $395K as of Q2 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF was a new TRB Wealth Management position in Q2 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.05% of TRB Wealth Management's portfolio in Q2 2026, its #174 holding.
  • 251 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.