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

Alhambra Investment 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 		$221K Hold
4,381
– – 0.1% 166
2026
Q1 		$221K Hold
4,381
– – 0.1% 164
2025
Q4 		$222K Hold
4,381
– – 0.1% 159
2025
Q3 		$223K Hold
4,381
– – 0.11% 161
2025
Q2 		$222K Hold
4,381
– – 0.11% 158
2025
Q1 		$220K Sell
4,381
-473
-10% -$23.6K 0.11% 154
2024
Q4 		$241K Sell
4,854
-680
-12% -$33.9K 0.12% 148
2024
Q3 		$279K Hold
5,534
– – 0.14% 142
2024
Q2 		$273K Hold
5,534
– – 0.15% 141
2024
Q1 		$272K Sell
5,534
-200
-3% -$9.83K 0.15% 134
2023
Q4 		$282K Sell
5,734
-600
-9% -$29K 0.17% 131
2023
Q3 		$304K Sell
6,334
-600
-9% -$28.9K 0.2% 118
2023
Q2 		$334K Sell
6,934
-2,000
-22% -$96.7K 0.22% 109
2023
Q1 		$433K Sell
8,934
-745
-8% -$35.9K 0.3% 97
2022
Q4 		$463K Sell
9,679
-2,005
-17% -$95.5K 0.34% 81
2022
Q3 		$554K Sell
11,684
-1,650
-12% -$79.9K 0.42% 72
2022
Q2 		$646K Sell
13,334
-200
-1% -$9.75K 0.47% 61
2022
Q1 		$668K Hold
13,534
– – 0.44% 65
2021
Q4 		$691K Sell
13,534
-4,200
-24% -$215K 0.48% 66
2021
Q3 		$916K Sell
17,734
-475
-3% -$24.6K 0.7% 38
2021
Q2 		$944K Buy
18,209
+1,500
+9% +$77.8K 0.71% 35
2021
Q1 		$865K Sell
16,709
-480
-3% -$24.9K 0.7% 36
2020
Q4 		$898K Buy
17,189
+3,734
+28% +$195K 0.96% 23
2020
Q3 		$701K Buy
+13,455
New +$702K 0.84% 29

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

Alhambra Investment Management's SLQD Position: Q2 2026 in Review

Alhambra Investment Management held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 4,381 shares worth $221K. The position accounts for 0.1% of the portfolio, ranked #166.

Alhambra Investment Management first reported a position in SLQD in Q3 2020 and has held it in 24 quarters since. The position peaked at $944K in Q2 2021. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Alhambra Investment Management held 4,381 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $221K as of Q2 2026.
  • Alhambra Investment Management left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.1% of Alhambra Investment Management's portfolio in Q2 2026, its #166 holding.
  • Alhambra Investment Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Alhambra Investment Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $944K in Q2 2021.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.