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

Belpointe Asset 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 		$4.08M Buy
81,026
+3,927
+5% +$198K 0.13% 140
2026
Q1 		$3.89M Buy
77,099
+12,721
+20% +$645K 0.14% 129
2025
Q4 		$3.26M Sell
64,378
-14,654
-19% -$744K 0.12% 142
2025
Q3 		$4.02M Buy
79,032
+2,513
+3% +$127K 0.15% 114
2025
Q2 		$3.87M Buy
76,519
+2,169
+3% +$109K 0.16% 111
2025
Q1 		$3.74M Buy
+74,350
New +$3.72M 0.19% 101
2024
Q2 		– Sell
-6,321
Closed -$311K – 923
2024
Q1 		$311K Buy
6,321
+36
+0.6% +$1.77K 0.02% 578
2023
Q4 		$309K Buy
6,285
+31
+0.5% +$1.5K 0.03% 510
2023
Q3 		$300K Buy
+6,254
New +$301K 0.03% 473
2023
Q2 		– Sell
-10,906
Closed -$529K – 2925
2023
Q1 		$529K Sell
10,906
-2,612
-19% -$126K 0.03% 538
2022
Q4 		$647K Buy
+13,518
New +$644K 0.04% 435
2022
Q2 		– Sell
-2,208
Closed -$109K – 1252
2022
Q1 		$109K Sell
2,208
-2,561
-54% -$128K 0.01% 1178
2021
Q4 		$243K Sell
4,769
-950
-17% -$48.7K 0.02% 816
2021
Q3 		$296K Sell
5,719
-800
-12% -$41.4K 0.02% 689
2021
Q2 		$338K Hold
6,519
– – 0.02% 634
2021
Q1 		$338K Sell
6,519
-1,602
-20% -$83.3K 0.03% 556
2020
Q4 		$424K Buy
8,121
+1,377
+20% +$71.7K 0.04% 450
2020
Q3 		$351K Buy
6,744
+199
+3% +$10.4K 0.04% 394
2020
Q2 		$341K Sell
6,545
-102
-2% -$5.25K 0.04% 378
2020
Q1 		$333K Sell
6,647
-61
-0.9% -$3.09K 0.06% 315
2019
Q4 		$342K Buy
6,708
+379
+6% +$19.4K 0.04% 414
2019
Q3 		$324K Buy
6,329
+23
+0.4% +$1.17K 0.05% 379
2019
Q2 		$321K Buy
+6,306
New +$318K 0.06% 320
2019
Q1 		– Sell
-6,250
Closed -$310K – 548
2018
Q4 		$310K Buy
+6,250
New +$309K 0.08% 274
2017
Q4 		– Sell
-5,100
Closed -$258K – 494
2017
Q3 		$258K Buy
+5,100
New +$258K 0.06% 348

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

Belpointe Asset Management's SLQD Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 5.1% in Q2 2026, buying an estimated $198K and bringing the position to 81,026 shares worth $4.08M. The position accounts for 0.13% of the portfolio, ranked #140.

Belpointe Asset Management first reported a position in SLQD in Q3 2017 and has held it in 25 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Belpointe Asset Management held 81,026 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $4.08M as of Q2 2026.
  • Belpointe Asset Management bought 3,927 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $198K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.13% of Belpointe Asset Management's portfolio in Q2 2026, its #140 holding.
  • Belpointe Asset Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 25 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.