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

Atlas Capital Advisors’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
2025
Q2 		$7.49K Hold
148
– – ﹤0.01% 790
2025
Q1 		$7.44K Sell
148
-1,250
-89% -$62.5K ﹤0.01% 824
2024
Q4 		$69.5K Buy
+1,398
New +$69.8K 0.01% 559
2024
Q3 		– Sell
-1,148
Closed -$56.5K – 954
2024
Q2 		$56.5K Buy
+1,148
New +$56.3K 0.01% 575
2024
Q1 		– Sell
-1,598
Closed -$78.6K – 952
2023
Q4 		$78.6K Buy
+1,598
New +$77.2K 0.01% 534
2023
Q3 		– Sell
-1,450
Closed -$69.9K – 914
2023
Q2 		$69.9K Buy
1,450
+450
+45% +$21.8K 0.01% 529
2023
Q1 		$48.5K Buy
+1,000
New +$48.1K 0.01% 570

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Atlas Capital Advisors's SLQD Position: Q2 2025 in Review

Atlas Capital Advisors held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2025 at 148 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Atlas Capital Advisors first reported a position in SLQD in Q1 2023 and has held it in 7 quarters since. The position peaked at $78.6K in Q4 2023. 245 funds tracked by Wall St. Rank hold SLQD as of Q2 2025.

  • Atlas Capital Advisors held 148 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $7.49K as of Q2 2025.
  • Atlas Capital Advisors left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2025.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #790 holding.
  • Atlas Capital Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 7 quarters since.
  • Atlas Capital Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $78.6K in Q4 2023.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.