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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Adalta Capital Management's SLQD Position: Q1 2026 in Review

Adalta Capital Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 15% in Q1 2026, selling an estimated $60.8K and leaving 6,600 shares worth $333K. The position accounts for 0.16% of the portfolio, ranked #69.

Adalta Capital Management first reported a position in SLQD in Q3 2025 and has held it in 3 quarters since. The position peaked at $396K in Q3 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Adalta Capital Management held 6,600 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $333K as of Q1 2026.
  • Adalta Capital Management sold 1,200 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $60.8K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.16% of Adalta Capital Management's portfolio in Q1 2026, its #69 holding.
  • Adalta Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Adalta Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $396K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Adalta Capital Management's 13F filing for Q1 2026, filed 18 May 2026.