Voisard Asset Management Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Voisard Asset Management Group’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	$18.7M	Sell	377,463 -16,620	-4%	-$831K	3.47%	8
2026 Q2	$19.8M	Sell	394,083 -135,900	-26%	-$6.84M	3.76%	7
2026 Q1	$26.8M	Sell	529,983 -319,967	-38%	-$16.2M	5.71%	7
2025 Q4	$43.1M	Buy	849,950 +49,051	+6%	+$2.49M	9.3%	4
2025 Q3	$40.7M	Buy	800,899 +61,263	+8%	+$3.1M	9.42%	3
2025 Q2	$37.4M	Buy	739,636 +68,085	+10%	+$3.42M	9.65%	2
2025 Q1	$33.8M	Buy	671,551 +215,690	+47%	+$10.8M	9.87%	2
2024 Q4	$22.7M	Buy	455,861 +443,561	+3,606%	+$22.1M	7.58%	3
2024 Q3	$620K	Buy	+12,300	New	+$614K	0.26%	39

Other funds holding SLQD

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 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

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Voisard Asset Management Group's SLQD Position: Q3 2026 in Review

Voisard Asset Management Group reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 4.2% in Q3 2026, selling an estimated $831K and leaving 377,463 shares worth $18.7M. The position accounts for 3.47% of the portfolio, ranked #8.

Voisard Asset Management Group first reported a position in SLQD in Q3 2024 and has held it in 9 quarters since. The position peaked at $43.1M in Q4 2025. 20 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

Voisard Asset Management Group held 377,463 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $18.7M as of Q3 2026.
Voisard Asset Management Group sold 16,620 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $831K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 3.47% of Voisard Asset Management Group's portfolio in Q3 2026, its #8 holding.
Voisard Asset Management Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
Voisard Asset Management Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $43.1M in Q4 2025.
20 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Voisard Asset Management Group's 13F filing for Q3 2026, filed 13 Oct 2026.