Tru Independence Asset Management 2’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Tru Independence Asset Management 2’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	$331K	Hold	6,552	–	–	0.2%	66
2025 Q4	$332K	Hold	6,552	–	–	0.21%	69
2025 Q3	$333K	Hold	6,552	–	–	0.22%	72
2025 Q2	$331K	Hold	6,552	–	–	0.23%	70
2025 Q1	$329K	Sell	6,552 -275	-4%	-$13.7K	0.25%	73
2024 Q4	$340K	Hold	6,827	–	–	0.28%	61
2024 Q3	$344K	Buy	+6,827	New	+$341K	0.29%	56
2023 Q1	$331K	Buy	+6,827	New	+$329K	0.33%	52
2022 Q3	$237K	Sell	5,000 -185	-4%	-$8.96K	0.25%	56
2022 Q2	$251K	Hold	5,185	–	–	0.21%	55
2022 Q1	$256K	Hold	5,185	–	–	0.15%	78
2021 Q4	$265K	Buy	+5,185	New	+$266K	0.14%	109

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

Tru Independence Asset Management 2's SLQD Position: Q1 2026 in Review

Tru Independence Asset Management 2 held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q1 2026 at 6,552 shares worth $331K. The position accounts for 0.2% of the portfolio, ranked #66.

Tru Independence Asset Management 2 first reported a position in SLQD in Q4 2021 and has held it in 12 quarters since. The position peaked at $344K in Q3 2024. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Tru Independence Asset Management 2 held 6,552 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $331K as of Q1 2026.
Tru Independence Asset Management 2 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 0.2% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #66 holding.
Tru Independence Asset Management 2 first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 12 quarters since.
Tru Independence Asset Management 2's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $344K in Q3 2024.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.