Is the iShares SLQD ETF a Buy After Investment Advisor NDWM Scooped Up Shares Worth $4.7 Million?
Key Points
NDWM bought 92,823 SLQD shares; estimated trade value $4.71 million (based on quarterly average price).
The quarter-end position value rose by $4.68 million, reflecting both share purchases and price movement.
The SLQD trade represented a 3.05% increase of the fund's 13F AUM.
Post-trade position: 128,722 shares, valued at $6.50 million.
SLQD now comprises 4.21% of NDWM’s 13F assets, placing it outside the fund's top five holdings.
- 10 stocks we like better than iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF ›
What happened
According to a Securities and Exchange Commission (SEC) filing dated April 24, 2026, Nerad + Deppe Wealth Management (NDWM) LLC purchased 92,823 additional shares of iShares 0-5 Year Investment Grade Corporate Bond ETF (NASDAQ:SLQD) during the first quarter.
The estimated transaction value was $4.71 million, based on the mean unadjusted closing price for the quarter. The value of the SLQD position grew by $4.68 million by quarter-end, reflecting both trading and price changes.
What else to know
- The fund increased its SLQD position, which accounts for 4.21% of reportable assets under management following the trade.
- Top five holdings after the filing:
- NYSEMKT: IVV: $42.37 million (27.5% of AUM)
- NYSEMKT: RSP: $13.32 million (8.6% of AUM)
- NYSEMKT: AGG: $11.83 million (7.7% of AUM)
- NYSEMKT: BILS: $11.15 million (7.2% of AUM)
- NYSEMKT: GLD: $9.29 million (6.0% of AUM)
- As of April 24, 2026, SLQD shares were priced at $50.58, up 5.1% over the past year; trailing the S&P 500 by 25.5 percentage points.
- The fund’s total 13F reportable assets stood at $154.21 million across 38 positions at quarter-end.
- SLQD’s annualized dividend yield was 4.24% as of April 27, 2026; shares were 0.81% below their 52-week high.
ETF overview
| Metric | Value |
|---|---|
| AUM | $2.35 billion |
| Dividend Yield | 4.24% |
| Price (as of market close April 24, 2026) | $50.58 |
| 1-Year Total Return | 5.11% |
ETF snapshot
- The investment strategy focuses on tracking an index of U.S. dollar-denominated, investment-grade corporate bonds with maturities under five years.
- The portfolio is composed primarily of short-term, high-quality corporate bonds, providing exposure to a diversified basket of issuers and sectors.
- Structured as an ETF, the fund offers intraday liquidity for institutional and retail investors.
The iShares 0-5 Year Investment Grade Corporate Bond ETF provides targeted exposure to short-duration, investment-grade U.S. corporate bonds, appealing to investors seeking lower interest rate risk and stable income. With an asset base of $2.36 billion and a dividend yield of 4.24%, the fund is designed for those prioritizing capital preservation and consistent cash flow.
What this transaction means for investors
The purchase of additional shares in the iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) by Nerad + Deppe Wealth Management (NDWM) suggests the investment advisory firm has a bullish outlook towards the fund. SLQD provides several reasons for NDWM’s investment.
The ETF’s focus on short-term U.S. corporate bonds make it less sensitive to rising interest rates compared to longer-term bonds. Its AUM of $2.35 billion provide good liquidity, and it comprises nearly 3,000 holdings, giving it broad diversification.
SLQD also sports a low expense ratio of 0.06% coupled with a robust dividend yield over 4% for steady passive income. These factors and its low volatility make it a good defensive tool for capital preservation.
However, it won’t deliver the capital appreciation potential of stocks and longer-term bonds. This is evident in its one-year return of 5%. NDWM may have added to its existing position as a defensive tactic given the uncertain macroeconomic environment present when it bought in Q1, including Wall Street’s “Great Rotation” away from tech stocks.
Should you buy stock in iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF right now?
Before you buy stock in iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $492,752!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,327,935!*
Now, it’s worth noting Stock Advisor’s total average return is 991% — a market-crushing outperformance compared to 201% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of April 28, 2026.
Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Recommended Articles
