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 Q3	$224K	Hold	4,537	–	–	0.04%	280
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

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 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

Weaver Consulting Group's SLQD Position: Q3 2026 in Review

Weaver Consulting Group held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q3 2026 at 4,537 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #280.

Weaver Consulting Group first reported a position in SLQD in Q2 2020 and has held it in 26 quarters since. The position peaked at $692K in Q3 2020. 20 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

Weaver Consulting Group held 4,537 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $224K as of Q3 2026.
Weaver Consulting Group left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Weaver Consulting Group's portfolio in Q3 2026, its #280 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 26 quarters since.
Weaver Consulting Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $692K in Q3 2020.
20 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.