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

Valley Wealth Managers’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	$74.1K	Hold	1,471	–	–	﹤0.01%	208
2026 Q1	$74.3K	Sell	1,471 -147	-9%	-$7.45K	﹤0.01%	200
2025 Q4	$82K	Hold	1,618	–	–	0.01%	197
2025 Q3	$82.2K	Buy	1,618 +847	+110%	+$42.9K	0.01%	188
2025 Q2	$39K	Buy	+771	New	+$38.7K	﹤0.01%	210

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

Valley Wealth Managers's SLQD Position: Q2 2026 in Review

Valley Wealth Managers held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 1,471 shares worth $74.1K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Valley Wealth Managers first reported a position in SLQD in Q2 2025 and has held it in 5 quarters since. The position peaked at $82.2K in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Valley Wealth Managers held 1,471 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $74.1K as of Q2 2026.
Valley Wealth Managers left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #208 holding.
Valley Wealth Managers first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Valley Wealth Managers's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $82.2K in Q3 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.