Wiser Wealth Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Wiser Wealth Management’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	$29M	Buy	585,596 +75,304	+15%	+$3.77M	5.26%	5
2026 Q2	$25.7M	Buy	510,292 +18,904	+4%	+$952K	4.92%	5
2026 Q1	$24.8M	Buy	491,388 +28,416	+6%	+$1.44M	5.35%	5
2025 Q4	$23.5M	Buy	462,972 +13,857	+3%	+$703K	5.22%	5
2025 Q3	$22.8M	Buy	449,115 +47,088	+12%	+$2.38M	5.22%	5
2025 Q2	$20.3M	Buy	402,027 +12,239	+3%	+$614K	5.09%	5
2025 Q1	$19.6M	Buy	389,788 +18,061	+5%	+$903K	5.5%	5
2024 Q4	$18.5M	Buy	371,727 +15,055	+4%	+$751K	5.19%	7
2024 Q3	$18M	Buy	356,672 +3,872	+1%	+$193K	5.16%	6
2024 Q2	$17.4M	Buy	352,800 +22,718	+7%	+$1.11M	5.38%	6
2024 Q1	$16.2M	Buy	330,082 +14,814	+5%	+$728K	5.33%	6
2023 Q4	$15.5M	Buy	315,268 +23,224	+8%	+$1.12M	5.63%	6
2023 Q3	$14M	Buy	292,044 +9,175	+3%	+$441K	5.7%	7
2023 Q2	$13.6M	Buy	282,869 +3,827	+1%	+$185K	5.48%	7
2023 Q1	$13.5M	Buy	+279,042	New	+$13.4M	5.78%	6

Other funds holding SLQD

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

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

TRIA

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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

Wiser Wealth Management's SLQD Position: Q3 2026 in Review

Wiser Wealth Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 15% in Q3 2026, buying an estimated $3.77M and bringing the position to 585,596 shares worth $29M. The position accounts for 5.26% of the portfolio, ranked #5.

Wiser Wealth Management first reported a position in SLQD in Q1 2023 and has held it in 15 quarters since. 39 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

Wiser Wealth Management held 585,596 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $29M as of Q3 2026.
Wiser Wealth Management bought 75,304 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $3.77M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 5.26% of Wiser Wealth Management's portfolio in Q3 2026, its #5 holding.
Wiser Wealth Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 15 quarters since.
39 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.