Valmark Advisers’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Valmark Advisers’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	$440K	Buy	8,729 +702	+9%	+$35.4K	﹤0.01%	529
2026 Q1	$405K	Buy	8,027 +1,359	+20%	+$68.9K	﹤0.01%	514
2025 Q4	$338K	Sell	6,668 -384	-5%	-$19.5K	﹤0.01%	528
2025 Q3	$358K	Buy	7,052 +509	+8%	+$25.8K	﹤0.01%	506
2025 Q2	$331K	Buy	6,543 +12	+0.2%	+$602	﹤0.01%	524
2025 Q1	$328K	Buy	+6,531	New	+$326K	0.01%	497
2022 Q2	–	Sell	-7,315	Closed	-$361K	–	433
2022 Q1	$361K	Buy	7,315 +780	+12%	+$39.1K	0.01%	340
2021 Q4	$334K	Buy	6,535 +441	+7%	+$22.6K	0.01%	333
2021 Q3	$315K	Hold	6,094	–	–	0.01%	319
2021 Q2	$316K	Buy	6,094 +604	+11%	+$31.3K	0.01%	325
2021 Q1	$284K	Buy	+5,490	New	+$285K	0.01%	333

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

Valmark Advisers's SLQD Position: Q2 2026 in Review

Valmark Advisers increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 8.7% in Q2 2026, buying an estimated $35.4K and bringing the position to 8,729 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Valmark Advisers first reported a position in SLQD in Q1 2021 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Valmark Advisers held 8,729 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $440K as of Q2 2026.
Valmark Advisers bought 702 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $35.4K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #529 holding.
Valmark Advisers first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 11 quarters since.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.