Bank of Montreal
SLQD icon

Bank of Montreal’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Bank of Montreal’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 		$2.07M Buy
40,902
+428
+1% +$21.7K ﹤0.01% 1653
2025
Q4 		$2.05M Sell
40,474
-323
-0.8% -$16.4K ﹤0.01% 1640
2025
Q3 		$2.07M Buy
40,797
+3,357
+9% +$170K ﹤0.01% 1635
2025
Q2 		$1.89M Sell
37,440
-4,914
-12% -$247K ﹤0.01% 1601
2025
Q1 		$2.13M Buy
42,354
+11,781
+39% +$589K ﹤0.01% 1481
2024
Q4 		$1.52M Buy
30,573
+4,047
+15% +$202K ﹤0.01% 1660
2024
Q3 		$1.34M Sell
26,526
-28,991
-52% -$1.45M ﹤0.01% 1884
2024
Q2 		$2.74M Buy
55,517
+2,884
+5% +$141K ﹤0.01% 1522
2024
Q1 		$2.59M Buy
52,633
+1,706
+3% +$83.8K ﹤0.01% 1496
2023
Q4 		$2.51M Sell
50,927
-1,276
-2% -$61.7K ﹤0.01% 1581
2023
Q3 		$2.51M Sell
52,203
-855
-2% -$41.1K ﹤0.01% 1589
2023
Q2 		$2.56M Sell
53,058
-8,503
-14% -$411K ﹤0.01% 1675
2023
Q1 		$2.99M Sell
61,561
-21,786
-26% -$1.05M ﹤0.01% 1479
2022
Q4 		$4.01M Sell
83,347
-31,567
-27% -$1.5M ﹤0.01% 1415
2022
Q3 		$5.53K Sell
114,914
-20,661
-15% -$1M ﹤0.01% 1299
2022
Q2 		$6.62K Sell
135,575
-23,185
-15% -$1.13M ﹤0.01% 1258
2022
Q1 		$7.84M Sell
158,760
-9,149
-5% -$459K ﹤0.01% 1257
2021
Q4 		$8.57M Sell
167,909
-37,301
-18% -$1.91M ﹤0.01% 1015
2021
Q3 		$10.6M Sell
205,210
-7,865
-4% -$407K ﹤0.01% 1256
2021
Q2 		$11.1M Buy
213,075
+29,921
+16% +$1.55M 0.01% 1218
2021
Q1 		$9.49M Buy
183,154
+19,463
+12% +$1.01M 0.01% 1043
2020
Q4 		$8.53M Buy
163,691
+25,842
+19% +$1.35M 0.01% 1100
2020
Q3 		$7.17M Buy
137,849
+18,201
+15% +$950K 0.01% 1009
2020
Q2 		$6.23M Buy
119,648
+26,867
+29% +$1.38M 0.01% 1067
2020
Q1 		$4.63M Buy
92,781
+28,216
+44% +$1.43M 0.01% 1018
2019
Q4 		$3.29M Buy
64,565
+40,528
+169% +$2.07M ﹤0.01% 1600
2019
Q3 		$1.23M Buy
24,037
+14,083
+141% +$718K ﹤0.01% 1975
2019
Q2 		$507K Buy
9,954
+650
+7% +$32.8K ﹤0.01% 2417
2019
Q1 		$469K Buy
9,304
+1,796
+24% +$89.8K ﹤0.01% 2335
2018
Q4 		$372K Sell
7,508
-22,061
-75% -$1.09M ﹤0.01% 2302
2018
Q3 		$1.47M Sell
29,569
-3,646
-11% -$181K ﹤0.01% 1829
2018
Q2 		$1.65M Buy
33,215
+474
+1% +$23.5K ﹤0.01% 1744
2018
Q1 		$1.63M Sell
32,741
-302
-0.9% -$15.1K ﹤0.01% 1659
2017
Q4 		$1.66M Buy
33,043
+742
+2% +$37.4K ﹤0.01% 1674
2017
Q3 		$1.64M Buy
32,301
+3,881
+14% +$196K ﹤0.01% 1717
2017
Q2 		$1.44M Buy
28,420
+2,143
+8% +$108K ﹤0.01% 1804
2017
Q1 		$1.32M Buy
26,277
+1,367
+5% +$68.8K ﹤0.01% 1748
2016
Q4 		$1.25M Buy
24,910
+24,885
+99,540% +$1.25M ﹤0.01% 1798
2016
Q3 		$1K Hold
25
– – ﹤0.01% 3946
2016
Q2 		$1K Hold
25
– – ﹤0.01% 3992
2016
Q1 		$1K Hold
25
– – ﹤0.01% 4090
2015
Q4 		$1K Hold
25
– – ﹤0.01% 4107
2015
Q3 		$1K Hold
25
– – ﹤0.01% 3891
2015
Q2 		$1K Hold
25
– – ﹤0.01% 3852
2015
Q1 		$1K Hold
25
– – ﹤0.01% 3872
2014
Q4 		$1K Sell
25
-3,200
-99% -$161K ﹤0.01% 3927
2014
Q3 		$162K Sell
3,225
-5,500
-63% -$277K ﹤0.01% 2624
2014
Q2 		$441K Sell
8,725
-1,675
-16% -$84.4K ﹤0.01% 2156
2014
Q1 		$522K Buy
+10,400
New +$523K ﹤0.01% 2027

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BI
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal's SLQD Position: Q1 2026 in Review

Bank of Montreal increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 1.1% in Q1 2026, buying an estimated $21.7K and bringing the position to 40,902 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Bank of Montreal first reported a position in SLQD in Q1 2014 and has held it in 49 quarters since. The position peaked at $11.1M in Q2 2021. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Bank of Montreal held 40,902 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.07M as of Q1 2026.
  • Bank of Montreal bought 428 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $21.7K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1653 holding.
  • Bank of Montreal first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2014 and has held it in 49 quarters since.
  • Bank of Montreal's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $11.1M in Q2 2021.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.