BCA
SLQD icon

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

Bay Colony 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
2026
Q2 		$299K Sell
5,939
-2,810
-32% -$142K 0.03% 374
2026
Q1 		$442K Sell
8,749
-180
-2% -$9.13K 0.05% 289
2025
Q4 		$453K Buy
8,929
+558
+7% +$28.3K 0.05% 297
2025
Q3 		$425K Buy
8,371
+3,019
+56% +$153K 0.05% 319
2025
Q2 		$271K Sell
5,352
-14,919
-74% -$749K 0.04% 372
2025
Q1 		$1.02M Sell
20,271
-74
-0.4% -$3.7K 0.16% 142
2024
Q4 		$1.01M Buy
20,345
+16,207
+392% +$809K 0.15% 136
2024
Q3 		$209K Buy
4,138
+37
+0.9% +$1.85K 0.03% 395
2024
Q2 		$202K Sell
4,101
-674
-14% -$33.1K 0.03% 390
2024
Q1 		$235K Sell
4,775
-894
-16% -$43.9K 0.04% 338
2023
Q4 		$279K Sell
5,669
-1,725
-23% -$83.4K 0.05% 284
2023
Q3 		$355K Sell
7,394
-622
-8% -$29.9K 0.09% 214
2023
Q2 		$386K Sell
8,016
-126
-2% -$6.09K 0.09% 194
2023
Q1 		$393K Buy
8,142
+35
+0.4% +$1.69K 0.1% 191
2022
Q4 		$388K Buy
8,107
+62
+0.8% +$2.95K 0.1% 200
2022
Q3 		$381K Buy
8,045
+446
+6% +$21.6K 0.11% 182
2022
Q2 		$373K Buy
7,599
+6
+0.1% +$292 0.1% 202
2022
Q1 		$375K Buy
7,593
+1,155
+18% +$57.9K 0.09% 224
2021
Q4 		$329K Buy
6,438
+447
+7% +$22.9K 0.09% 248
2021
Q3 		$310K Buy
+5,991
New +$310K 0.1% 246
2021
Q1 		– Sell
-5,105
Closed -$267K – 343
2020
Q4 		$267K Sell
5,105
-274
-5% -$14.3K 0.14% 210
2020
Q3 		$280K Buy
5,379
+58
+1% +$3.03K 0.17% 175
2020
Q2 		$277K Buy
+5,321
New +$274K 0.2% 145
2020
Q1 		– Sell
-6,686
Closed -$342K – 240
2019
Q4 		$342K Sell
6,686
-8,774
-57% -$448K 0.22% 155
2019
Q3 		$791K Sell
15,460
-7,774
-33% -$396K 0.54% 58
2019
Q2 		$1.18M Sell
23,234
-2,598
-10% -$131K 0.76% 27
2019
Q1 		$1.3M Buy
+25,832
New +$1.29M 0.86% 22
2018
Q3 		– Sell
-505
Closed -$25K – 782
2018
Q2 		$25K Buy
+505
New +$25K 0.02% 486

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

Bay Colony Advisors's SLQD Position: Q2 2026 in Review

Bay Colony Advisors reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 32% in Q2 2026, selling an estimated $142K and leaving 5,939 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #374.

Bay Colony Advisors first reported a position in SLQD in Q2 2018 and has held it in 28 quarters since. The position peaked at $1.3M in Q1 2019. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Bay Colony Advisors held 5,939 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $299K as of Q2 2026.
  • Bay Colony Advisors sold 2,810 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $142K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Bay Colony Advisors's portfolio in Q2 2026, its #374 holding.
  • Bay Colony Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 28 quarters since.
  • Bay Colony Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.3M in Q1 2019.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.