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

Waverly Advisors’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	$5.39M	Buy	107,010 +309	+0.3%	+$15.6K	0.03%	427
2026 Q1	$5.39M	Buy	106,701 +3,326	+3%	+$169K	0.04%	395
2025 Q4	$5.24M	Buy	103,375 +117	+0.1%	+$5.94K	0.04%	364
2025 Q3	$5.25M	Buy	103,258 +215	+0.2%	+$10.9K	0.05%	314
2025 Q2	$5.21M	Sell	103,043 -725	-0.7%	-$36.4K	0.06%	303
2025 Q1	$5.22M	Buy	103,768 +478	+0.5%	+$23.9K	0.06%	288
2024 Q4	$5.14M	Buy	103,290 +8,258	+9%	+$412K	0.08%	214
2024 Q3	$4.79M	Sell	95,032 -69,235	-42%	-$3.45M	0.09%	200
2024 Q2	$8.09M	Buy	164,267 +8,894	+6%	+$436K	0.16%	133
2024 Q1	$7.65M	Buy	+155,373	New	+$7.63M	0.18%	107

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

Waverly Advisors's SLQD Position: Q2 2026 in Review

Waverly Advisors increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.29% in Q2 2026, buying an estimated $15.6K and bringing the position to 107,010 shares worth $5.39M. The position accounts for 0.03% of the portfolio, ranked #427.

Waverly Advisors first reported a position in SLQD in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.09M in Q2 2024. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Waverly Advisors held 107,010 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $5.39M as of Q2 2026.
Waverly Advisors bought 309 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $15.6K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #427 holding.
Waverly Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Waverly Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $8.09M in Q2 2024.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.