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

World Investment Advisors’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 		$52.1M Hold
1,032,454
– – 0.86% 18
2026
Q1 		$52.1M Buy
1,032,454
+38,036
+4% +$1.93M 0.84% 20
2025
Q4 		$50.4M Buy
994,418
+23,255
+2% +$1.18M 0.82% 18
2025
Q3 		$49.4M Buy
971,163
+24,589
+3% +$1.24M 1.01% 13
2025
Q2 		$47.9M Buy
946,574
+76,635
+9% +$3.85M 1.09% 11
2025
Q1 		$43.7M Buy
869,939
+32,907
+4% +$1.64M 1.14% 9
2024
Q4 		$41.6M Buy
837,032
+32,557
+4% +$1.63M 1.14% 11
2024
Q3 		$40.6M Buy
804,475
+15,820
+2% +$789K 1.27% 7
2024
Q2 		$38.9M Buy
788,655
+333,209
+73% +$16.3M 2.42% 5
2024
Q1 		$22.4M Sell
455,446
-234,068
-34% -$11.5M 3.21% 4
2023
Q4 		$33.9M Sell
689,514
-63,389
-8% -$3.06M 4.41% 2
2023
Q3 		$36.1M Buy
752,903
+23,808
+3% +$1.15M 7.16% 1
2023
Q2 		$35.1M Buy
729,095
+25,275
+4% +$1.22M 6.8% 1
2023
Q1 		$34.1M Buy
703,820
+42,030
+6% +$2.02M 7.11% 1
2022
Q4 		$31.7M Sell
661,790
-3,327
-0.5% -$158K 7.26% 1
2022
Q3 		$31.5M Buy
665,117
+4,780
+0.7% +$231K 7.49% 1
2022
Q2 		$32.3M Sell
660,337
-18,931
-3% -$923K 6.78% 1
2022
Q1 		$33.5M Sell
679,268
-13,552
-2% -$679K 6.96% 1
2021
Q4 		$34.7M Buy
692,820
+26,507
+4% +$1.36M 7.25% 1
2021
Q3 		$34.4M Buy
666,313
+23,585
+4% +$1.22M 7.79% 1
2021
Q2 		$33.3M Sell
642,728
-3,047
-0.5% -$158K 7.62% 1
2021
Q1 		$33.5M Buy
645,775
+132,833
+26% +$6.9M 8.07% 1
2020
Q4 		$26.7M Buy
512,942
+250,483
+95% +$13M 6.77% 2
2020
Q3 		$13.7M Buy
262,459
+11,795
+5% +$615K 4.68% 4
2020
Q2 		$13.1M Sell
250,664
-35,070
-12% -$1.8M 4.58% 4
2020
Q1 		$14.3M Sell
285,734
-19,712
-6% -$999K 6.65% 2
2019
Q4 		$15.6M Sell
305,446
-52,378
-15% -$2.67M 6.08% 3
2019
Q3 		$18.3M Buy
357,824
+15,086
+4% +$769K 7.84% 3
2019
Q2 		$17.5M Buy
342,738
+42,995
+14% +$2.17M 7.72% 3
2019
Q1 		$15.1M Buy
299,743
+3,038
+1% +$152K 6.88% 3
2018
Q4 		$14.7M Buy
+296,705
New +$14.7M 6.59% 3

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

World Investment Advisors's SLQD Position: Q2 2026 in Review

World Investment Advisors held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 1,032,454 shares worth $52.1M. The position accounts for 0.86% of the portfolio, ranked #18.

World Investment Advisors first reported a position in SLQD in Q4 2018 and has held it in 31 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • World Investment Advisors held 1,032,454 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $52.1M as of Q2 2026.
  • World Investment Advisors left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.86% of World Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • World Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 31 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 World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.