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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

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

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. 252 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.
  • 252 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.