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 Q3	$72.8K	Hold	1,471	–	–	﹤0.01%	209
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

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

PWA

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Valley Wealth Managers's SLQD Position: Q3 2026 in Review

Valley Wealth Managers held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q3 2026 at 1,471 shares worth $72.8K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Valley Wealth Managers first reported a position in SLQD in Q2 2025 and has held it in 6 quarters since. The position peaked at $82.2K in Q3 2025. 21 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

Valley Wealth Managers held 1,471 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $72.8K as of Q3 2026.
Valley Wealth Managers left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #209 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 6 quarters since.
Valley Wealth Managers's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $82.2K in Q3 2025.
21 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.