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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
Q2 		$1.16M Buy
23,107
+455
+2% +$22.9K 0.09% 95
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
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

Wescott Financial Advisory Group's SLQD Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 2% in Q2 2026, buying an estimated $22.9K and bringing the position to 23,107 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #95.

Wescott Financial Advisory Group first reported a position in SLQD in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.61M in Q1 2022. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Wescott Financial Advisory Group held 23,107 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.16M as of Q2 2026.
  • Wescott Financial Advisory Group bought 455 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $22.9K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #95 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 18 quarters since.
  • Wescott Financial Advisory Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $6.61M 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 Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.