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 Q2	$1.26M	Buy	25,057 +8,048	+47%	+$405K	0.01%	320
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 $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Advisors Capital Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 47% in Q2 2026, buying an estimated $405K and bringing the position to 25,057 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #320.

Advisors Capital Management first reported a position in SLQD in Q2 2018 and has held it in 15 quarters since. The position peaked at $12M in Q1 2020. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Advisors Capital Management held 25,057 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.26M as of Q2 2026.
Advisors Capital Management bought 8,048 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $405K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #320 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 15 quarters since.
Advisors Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $12M in Q1 2020.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.