Wagner Wealth Management (South Carolina)’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Wagner Wealth Management (South Carolina)’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	$169K	Buy	+3,362	New	+$169K	0.03%	144
2024 Q1	–	Sell	-4,962	Closed	-$244K	–	273
2023 Q4	$244K	Sell	4,962 -218	-4%	-$10.5K	0.08%	111
2023 Q3	$249K	Sell	5,180 -160	-3%	-$7.7K	0.09%	99
2023 Q2	$257K	Sell	5,340 -1,610	-23%	-$77.9K	0.1%	97
2023 Q1	$337K	Buy	6,950 +889	+15%	+$42.8K	0.15%	87
2022 Q4	$290K	Sell	6,061 -1,631	-21%	-$77.7K	0.18%	90
2022 Q3	$365K	Buy	7,692 +235	+3%	+$11.4K	0.27%	67
2022 Q2	$361K	Sell	7,457 -6,789	-48%	-$331K	0.29%	66
2022 Q1	$704K	Buy	14,246 +12,761	+859%	+$640K	0.49%	55
2021 Q4	$76K	Sell	1,485 -3,706	-71%	-$190K	0.06%	203
2021 Q3	$267K	Buy	5,191 +252	+5%	+$13.1K	0.21%	94
2021 Q2	$256K	Buy	4,939 +183	+4%	+$9.49K	0.18%	98
2021 Q1	$246K	Buy	+4,756	New	+$247K	0.19%	97

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

Wagner Wealth Management (South Carolina)'s SLQD Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026: 3,362 shares worth $169K. The stake represents 0.03% of the portfolio and ranks #144 among its holdings. This is a return to the name: Wagner Wealth Management (South Carolina) previously reported a position in SLQD as recently as Q4 2023.

Wagner Wealth Management (South Carolina) first reported a position in SLQD in Q1 2021 and has held it in 13 quarters since. The position peaked at $704K in Q1 2022. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Wagner Wealth Management (South Carolina) held 3,362 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $169K as of Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Wagner Wealth Management (South Carolina) position in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #144 holding.
Wagner Wealth Management (South Carolina) first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 13 quarters since.
Wagner Wealth Management (South Carolina)'s iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $704K in Q1 2022.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.