Turn8 Private Wealth’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Turn8 Private Wealth’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	$2.08M	Sell	41,380 -18,762	-31%	-$945K	1.39%	30
2026 Q1	$3.04M	Buy	60,142 +13,188	+28%	+$669K	1.9%	26
2025 Q4	$2.38M	Sell	46,954 -103	-0.2%	-$5.23K	1.71%	31
2025 Q3	$2.39M	Sell	47,057 -2,469	-5%	-$125K	1.72%	32
2025 Q2	$2.51M	Buy	49,526 +3,550	+8%	+$178K	1.81%	31
2025 Q1	$2.31M	Buy	45,976 +1,092	+2%	+$54.6K	1.81%	36
2024 Q4	$2.23M	Buy	+44,884	New	+$2.24M	1.59%	35

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Turn8 Private Wealth's SLQD Position: Q2 2026 in Review

Turn8 Private Wealth reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 31% in Q2 2026, selling an estimated $945K and leaving 41,380 shares worth $2.08M. The position accounts for 1.39% of the portfolio, ranked #30.

Turn8 Private Wealth first reported a position in SLQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.04M in Q1 2026. 251 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Turn8 Private Wealth held 41,380 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.08M as of Q2 2026.
Turn8 Private Wealth sold 18,762 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $945K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 1.39% of Turn8 Private Wealth's portfolio in Q2 2026, its #30 holding.
Turn8 Private Wealth first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Turn8 Private Wealth's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.04M in Q1 2026.
251 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.