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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wiser Wealth Management's SLQD Position: Q2 2026 in Review

Wiser Wealth Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 3.8% in Q2 2026, buying an estimated $952K and bringing the position to 510,292 shares worth $25.7M. The position accounts for 4.92% of the portfolio, ranked #5.

Wiser Wealth Management first reported a position in SLQD in Q1 2023 and has held it in 14 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Wiser Wealth Management held 510,292 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $25.7M as of Q2 2026.
Wiser Wealth Management bought 18,904 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $952K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 4.92% of Wiser Wealth Management's portfolio in Q2 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 14 quarters since.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.