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Atria Investments’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Atria Investments’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 		$231K Sell
4,595
-478
-9% -$24.1K ﹤0.01% 1990
2026
Q1 		$256K Sell
5,073
-27,205
-84% -$1.38M ﹤0.01% 1850
2025
Q4 		$1.64M Buy
32,278
+3,987
+14% +$202K 0.02% 820
2025
Q3 		$1.44M Sell
28,291
-48,649
-63% -$2.46M 0.02% 866
2025
Q2 		$3.89M Sell
76,940
-602
-0.8% -$30.2K 0.05% 465
2025
Q1 		$3.9M Sell
77,542
-52,207
-40% -$2.61M 0.05% 447
2024
Q4 		$6.45M Sell
129,749
-2,804
-2% -$140K 0.08% 278
2024
Q3 		$6.68M Sell
132,553
-4,670
-3% -$233K 0.08% 275
2024
Q2 		$6.76M Buy
137,223
+10,794
+9% +$529K 0.09% 262
2024
Q1 		$6.22M Buy
126,429
+62,811
+99% +$3.09M 0.09% 285
2023
Q4 		$3.13M Buy
63,618
+516
+0.8% +$24.9K 0.05% 435
2023
Q3 		$3.03M Buy
63,102
+952
+2% +$45.8K 0.05% 431
2023
Q2 		$3M Buy
+62,150
New +$3.01M 0.05% 418

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

Atria Investments's SLQD Position: Q2 2026 in Review

Atria Investments reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 9.4% in Q2 2026, selling an estimated $24.1K and leaving 4,595 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Atria Investments first reported a position in SLQD in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.76M in Q2 2024. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Atria Investments held 4,595 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $231K as of Q2 2026.
  • Atria Investments sold 478 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $24.1K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1990 holding.
  • Atria Investments first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Atria Investments's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $6.76M in Q2 2024.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.