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

WESPAC Advisors SoCal’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 		– Sell
-3,968
Closed -$200K – 131
2026
Q1 		$200K Sell
3,968
-3,147
-44% -$160K 0.04% 119
2025
Q4 		$361K Buy
+7,115
New +$361K 0.07% 95

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

WESPAC Advisors SoCal's SLQD Position: Q2 2026 in Review

WESPAC Advisors SoCal sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026, closing a stake of 3,968 shares — an estimated $200K sold.

WESPAC Advisors SoCal first reported a position in SLQD in Q4 2025 and held it in 2 quarters. The position peaked at $361K in Q4 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • WESPAC Advisors SoCal reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 3,968 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $200K.
  • WESPAC Advisors SoCal first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • WESPAC Advisors SoCal's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $361K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.