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Weaver Consulting Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Weaver Consulting 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 		$229K Hold
4,537
– – 0.05% 270
2026
Q1 		$229K Sell
4,537
-300
-6% -$15.2K 0.05% 255
2025
Q4 		$245K Hold
4,837
– – 0.06% 238
2025
Q3 		$246K Sell
4,837
-87
-2% -$4.4K 0.06% 228
2025
Q2 		$249K Sell
4,924
-412
-8% -$20.7K 0.07% 205
2025
Q1 		$268K Sell
5,336
-85
-2% -$4.25K 0.08% 183
2024
Q4 		$270K Sell
5,421
-168
-3% -$8.39K 0.08% 174
2024
Q3 		$282K Sell
5,589
-121
-2% -$6.04K 0.09% 168
2024
Q2 		$281K Sell
5,710
-187
-3% -$9.17K 0.1% 155
2024
Q1 		$290K Sell
5,897
-805
-12% -$39.6K 0.11% 158
2023
Q4 		$330K Sell
6,702
-133
-2% -$6.43K 0.13% 132
2023
Q3 		$328K Hold
6,835
– – 0.15% 127
2023
Q2 		$330K Sell
6,835
-166
-2% -$8.03K 0.15% 127
2023
Q1 		$339K Sell
7,001
-1,762
-20% -$84.8K 0.16% 123
2022
Q4 		$419K Sell
8,763
-1,789
-17% -$85.2K 0.21% 90
2022
Q3 		$500K Sell
10,552
-321
-3% -$15.5K 0.29% 65
2022
Q2 		$527K Sell
10,873
-1,155
-10% -$56.3K 0.29% 65
2022
Q1 		$594K Buy
12,028
+4,368
+57% +$219K 0.29% 65
2021
Q4 		$391K Sell
7,660
-1,665
-18% -$85.3K 0.19% 101
2021
Q3 		$482K Sell
9,325
-1,146
-11% -$59.3K 0.26% 74
2021
Q2 		$543K Sell
10,471
-778
-7% -$40.3K 0.31% 60
2021
Q1 		$582K Sell
11,249
-370
-3% -$19.2K 0.36% 49
2020
Q4 		$607K Sell
11,619
-1,650
-12% -$86K 0.38% 53
2020
Q3 		$692K Buy
13,269
+2,662
+25% +$139K 0.4% 48
2020
Q2 		$553K Buy
+10,607
New +$546K 0.32% 57

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
BI
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Weaver Consulting Group's SLQD Position: Q2 2026 in Review

Weaver Consulting Group held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 4,537 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #270.

Weaver Consulting Group first reported a position in SLQD in Q2 2020 and has held it in 25 quarters since. The position peaked at $692K in Q3 2020. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Weaver Consulting Group held 4,537 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $229K as of Q2 2026.
  • Weaver Consulting Group left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Weaver Consulting Group's portfolio in Q2 2026, its #270 holding.
  • Weaver Consulting Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Weaver Consulting Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $692K in Q3 2020.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.