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

Boreal Capital 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	$255K	Buy	+5,060	New	+$255K	0.19%	101
2026 Q1	–	Sell	-5,060	Closed	-$257K	–	98
2025 Q4	$257K	Hold	5,060	–	–	0.19%	111
2025 Q3	$257K	Buy	+5,060	New	+$256K	0.21%	111

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Boreal Capital Management's SLQD Position: Q2 2026 in Review

Boreal Capital Management opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026: 5,060 shares worth $255K. The stake represents 0.19% of the portfolio and ranks #101 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in SLQD as recently as Q4 2025.

Boreal Capital Management first reported a position in SLQD in Q3 2025 and has held it in 3 quarters since. The position peaked at $257K in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Boreal Capital Management held 5,060 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $255K as of Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Boreal Capital Management position in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.19% of Boreal Capital Management's portfolio in Q2 2026, its #101 holding.
Boreal Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
Boreal Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $257K in Q3 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.