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 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

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

Voisard Asset Management Group's SLQD Position: Q2 2026 in Review

Voisard Asset Management Group reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 26% in Q2 2026, selling an estimated $6.84M and leaving 394,083 shares worth $19.8M. The position accounts for 3.76% of the portfolio, ranked #7.

Voisard Asset Management Group first reported a position in SLQD in Q3 2024 and has held it in 8 quarters since. The position peaked at $43.1M in Q4 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Voisard Asset Management Group held 394,083 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $19.8M as of Q2 2026.
Voisard Asset Management Group sold 135,900 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $6.84M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 3.76% of Voisard Asset Management Group's portfolio in Q2 2026, its #7 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 8 quarters since.
Voisard Asset Management Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $43.1M in Q4 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.