Wescott Financial Advisory Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Wescott Financial Advisory 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 Q1	$1.14M	Buy	22,652 +132	+0.6%	+$6.69K	0.1%	89
2025 Q4	$1.14M	Buy	22,520 +68	+0.3%	+$3.45K	0.1%	90
2025 Q3	$1.14M	Sell	22,452 -145	-0.6%	-$7.34K	0.1%	88
2025 Q2	$1.14M	Sell	22,597 -739	-3%	-$37.1K	0.11%	81
2025 Q1	$1.17M	Sell	23,336 -1,027	-4%	-$51.3K	0.12%	76
2024 Q4	$1.21M	Sell	24,363 -1,475	-6%	-$73.6K	0.13%	75
2024 Q3	$1.3M	Sell	25,838 -320	-1%	-$16K	0.14%	77
2024 Q2	$1.29M	Sell	26,158 -607	-2%	-$29.8K	0.15%	73
2024 Q1	$1.32M	Sell	26,765 -1,908	-7%	-$93.7K	0.16%	67
2023 Q4	$1.41M	Sell	28,673 -1,696	-6%	-$82K	0.2%	61
2023 Q3	$1.46M	Sell	30,369 -3,710	-11%	-$179K	0.27%	54
2023 Q2	$1.64M	Sell	34,079 -10,835	-24%	-$524K	0.29%	53
2023 Q1	$2.18M	Sell	44,914 -14,948	-25%	-$720K	0.47%	40
2022 Q4	$2.86M	Sell	59,862 -14,566	-20%	-$694K	0.62%	34
2022 Q3	$3.53M	Sell	74,428 -36,769	-33%	-$1.78M	0.98%	24
2022 Q2	$5.39M	Sell	111,197 -22,610	-17%	-$1.1M	1.46%	17
2022 Q1	$6.61M	Buy	+133,807	New	+$6.71M	1.7%	15

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wescott Financial Advisory Group's SLQD Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.59% in Q1 2026, buying an estimated $6.69K and bringing the position to 22,652 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #89.

Wescott Financial Advisory Group first reported a position in SLQD in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.61M in Q1 2022. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Wescott Financial Advisory Group held 22,652 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.14M as of Q1 2026.
Wescott Financial Advisory Group bought 132 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $6.69K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.1% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #89 holding.
Wescott Financial Advisory Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
Wescott Financial Advisory Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $6.61M in Q1 2022.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.