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

Wolff Financial 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	$530K	Sell	10,519 -600	-5%	-$30.2K	0.11%	71
2026 Q1	$561K	Sell	11,119 -139	-1%	-$7.05K	0.12%	70
2025 Q4	$571K	Sell	11,258 -675	-6%	-$34.3K	0.13%	63
2025 Q3	$607K	Buy	11,933 +109	+0.9%	+$5.52K	0.14%	63
2025 Q2	$598K	Buy	11,824 +105	+0.9%	+$5.27K	0.15%	61
2025 Q1	$589K	Sell	11,719 -167	-1%	-$8.35K	0.16%	60
2024 Q4	$591K	Sell	11,886 -3,673	-24%	-$183K	0.16%	60
2024 Q3	$785K	Buy	15,559 +122	+0.8%	+$6.09K	0.21%	48
2024 Q2	$760K	Buy	15,437 +20	+0.1%	+$981	0.56%	18
2024 Q1	$759K	Buy	15,417 +75	+0.5%	+$3.69K	0.22%	51
2023 Q4	$755K	Sell	15,342 -8,194	-35%	-$396K	0.23%	50
2023 Q3	$1.13M	Sell	23,536 -4,483	-16%	-$216K	0.39%	37
2023 Q2	$1.35M	Sell	28,019 -10,080	-26%	-$487K	1.18%	13
2023 Q1	$1.85M	Sell	38,099 -14,029	-27%	-$675K	0.64%	24
2022 Q4	$2.5M	Sell	52,128 -97,796	-65%	-$4.66M	0.92%	21
2022 Q3	$7.11M	Buy	149,924 +10,039	+7%	+$486K	3.24%	11
2022 Q2	$6.78M	Buy	139,885 +947	+0.7%	+$46.2K	3.02%	11
2022 Q1	$6.86M	Sell	138,938 -4,382	-3%	-$220K	2.72%	11
2021 Q4	$7.32M	Sell	143,320 -1,715	-1%	-$87.9K	2.77%	11
2021 Q3	$7.5M	Buy	+145,035	New	+$7.51M	6.51%	5
2021 Q1	$7.55M	Buy	145,819 +9,203	+7%	+$478K	3.46%	11
2020 Q4	$7.13M	Buy	136,616 +13,813	+11%	+$720K	3.74%	11
2020 Q3	$6.4M	Buy	122,803 +5,651	+5%	+$295K	3.8%	8
2020 Q2	$6.11M	Buy	117,152 +18,763	+19%	+$965K	3.88%	5
2020 Q1	$4.93M	Buy	98,389 +31,881	+48%	+$1.62M	3.72%	6
2019 Q4	$3.4M	Buy	66,508 +19,002	+40%	+$970K	2.25%	12
2019 Q3	$2.43M	Buy	47,506 +21,129	+80%	+$1.08M	1.77%	15
2019 Q2	$1.34M	Buy	26,377 +10,097	+62%	+$510K	1.03%	21
2019 Q1	$821K	Buy	16,280 +6,098	+60%	+$305K	0.68%	33
2018 Q4	$504K	Buy	+10,182	New	+$503K	0.49%	44

Other funds holding SLQD

FMII

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

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Wolff Financial Management's SLQD Position: Q2 2026 in Review

Wolff Financial Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 5.4% in Q2 2026, selling an estimated $30.2K and leaving 10,519 shares worth $530K. The position accounts for 0.11% of the portfolio, ranked #71.

Wolff Financial Management first reported a position in SLQD in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.55M in Q1 2021. 37 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Wolff Financial Management held 10,519 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $530K as of Q2 2026.
Wolff Financial Management sold 600 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $30.2K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.11% of Wolff Financial Management's portfolio in Q2 2026, its #71 holding.
Wolff Financial Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 30 quarters since.
Wolff Financial Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $7.55M in Q1 2021.
37 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.