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

Advisors 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	$859K	Buy	17,009 +5,756	+51%	+$292K	0.01%	326
2025 Q4	$571K	Buy	11,253 +6,781	+152%	+$344K	0.01%	377
2025 Q3	$227K	Buy	+4,472	New	+$226K	﹤0.01%	510
2021 Q1	–	Sell	-12,458	Closed	-$650K	–	378
2020 Q4	$650K	Sell	12,458 -12,737	-51%	-$664K	0.02%	244
2020 Q3	$1.31M	Buy	25,195 +1,531	+6%	+$79.9K	0.06%	169
2020 Q2	$1.23M	Sell	23,664 -216,564	-90%	-$11.1M	0.06%	171
2020 Q1	$12M	Buy	240,228 +23,401	+11%	+$1.19M	0.76%	50
2019 Q4	$11.1M	Buy	216,827 +11,745	+6%	+$600K	0.52%	71
2019 Q3	$10.5M	Buy	205,082 +7,852	+4%	+$400K	0.57%	66
2019 Q2	$10.1M	Buy	197,230 +15,193	+8%	+$767K	0.6%	65
2019 Q1	$9.15M	Buy	182,037 +11,832	+7%	+$591K	0.57%	69
2018 Q4	$8.43M	Buy	170,205 +6,157	+4%	+$304K	0.61%	69
2018 Q3	$8.15M	Buy	164,048 +10,502	+7%	+$521K	0.53%	67
2018 Q2	$7.62M	Buy	+153,546	New	+$7.62M	0.52%	71

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Advisors Capital Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 51% in Q1 2026, buying an estimated $292K and bringing the position to 17,009 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #326.

Advisors Capital Management first reported a position in SLQD in Q2 2018 and has held it in 14 quarters since. The position peaked at $12M in Q1 2020. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Advisors Capital Management held 17,009 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $859K as of Q1 2026.
Advisors Capital Management bought 5,756 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $292K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Advisors Capital Management's portfolio in Q1 2026, its #326 holding.
Advisors Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 14 quarters since.
Advisors Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $12M in Q1 2020.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.