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

Adalta Capital 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 		– Sell
-6,600
Closed -$333K – 106
2026
Q1 		$333K Sell
6,600
-1,200
-15% -$60.8K 0.16% 69
2025
Q4 		$395K Hold
7,800
– – 0.18% 66
2025
Q3 		$396K Buy
+7,800
New +$395K 0.18% 60

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

Adalta Capital Management's SLQD Position: Q2 2026 in Review

Adalta Capital Management sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026, closing a stake of 6,600 shares — an estimated $333K sold.

Adalta Capital Management first reported a position in SLQD in Q3 2025 and held it in 3 quarters. The position peaked at $396K in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Adalta Capital Management reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Adalta Capital Management sold 6,600 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $333K.
  • Adalta Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Adalta Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $396K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Adalta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.