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

Bramshill 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
Q1 		$50.3M Sell
997,002
-813
-0.1% -$41.2K 4.34% 9
2025
Q4 		$50.6M Buy
997,815
+30,549
+3% +$1.55M 2.86% 9
2025
Q3 		$49.2M Buy
967,266
+12,928
+1% +$654K 3.36% 7
2025
Q2 		$48.3M Buy
954,338
+27,453
+3% +$1.38M 5.05% 7
2025
Q1 		$46.6M Buy
926,885
+566,918
+157% +$28.3M 4.76% 6
2024
Q4 		$17.9M Buy
359,967
+36,416
+11% +$1.82M 2.81% 9
2024
Q3 		$16.3M Buy
323,551
+33,522
+12% +$1.67M 1.79% 9
2024
Q2 		$14.3M Buy
290,029
+37,235
+15% +$1.83M 1.55% 10
2024
Q1 		$12.4M Buy
252,794
+43,330
+21% +$2.13M 1.47% 10
2023
Q4 		$10.3M Buy
209,464
+30,226
+17% +$1.46M 1.02% 18
2023
Q3 		$8.6M Sell
179,238
-3,346
-2% -$161K 1% 18
2023
Q2 		$8.8M Sell
182,584
-3,236
-2% -$156K 0.8% 21
2023
Q1 		$9.01M Buy
+185,820
New +$8.95M 1.08% 20
2020
Q3 		– Sell
-1,205
Closed -$63K – 134
2020
Q2 		$63K Sell
1,205
-66,471
-98% -$3.42M 0.01% 124
2020
Q1 		$3.39M Buy
+67,676
New +$3.43M 0.64% 24
2019
Q1 		– Sell
-2,638
Closed -$131K – 171
2018
Q4 		$131K Sell
2,638
-1,719
-39% -$84.9K 0.02% 106
2018
Q3 		$216K Buy
+4,357
New +$216K 0.06% 108

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 $626M AUM 17.68% 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 $377B AUM 19.32% 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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bramshill Investments's SLQD Position: Q1 2026 in Review

Bramshill Investments reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.08% in Q1 2026, selling an estimated $41.2K and leaving 997,002 shares worth $50.3M. The position accounts for 4.34% of the portfolio, ranked #9.

Bramshill Investments first reported a position in SLQD in Q3 2018 and has held it in 17 quarters since. The position peaked at $50.6M in Q4 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Bramshill Investments held 997,002 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $50.3M as of Q1 2026.
  • Bramshill Investments sold 813 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $41.2K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 4.34% of Bramshill Investments's portfolio in Q1 2026, its #9 holding.
  • Bramshill Investments first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 17 quarters since.
  • Bramshill Investments's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $50.6M in Q4 2025.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.