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

Brinker Capital 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
2025 Q2	–	Sell	-6,320	Closed	-$318K	–	2043
2025 Q1	$318K	Sell	6,320 -15,091	-70%	-$754K	﹤0.01%	1598
2024 Q4	$1.06M	Sell	21,411 -4,886	-19%	-$244K	0.01%	1021
2024 Q3	$1.33M	Buy	26,297 +11,365	+76%	+$567K	0.01%	900
2024 Q2	$735K	Sell	14,932 -48,549	-76%	-$2.38M	0.01%	1130
2024 Q1	$3.12M	Buy	63,481 +7,076	+13%	+$348K	0.03%	459
2023 Q4	$2.77M	Buy	56,405 +45,281	+407%	+$2.19M	0.03%	479
2023 Q3	$534K	Buy	11,124 +4,297	+63%	+$207K	0.01%	1180
2023 Q2	$329K	Buy	+6,827	New	+$330K	﹤0.01%	1371

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Brinker Capital Investments's SLQD Position: Q2 2025 in Review

Brinker Capital Investments sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2025, closing a stake of 6,320 shares — an estimated $318K sold.

Brinker Capital Investments first reported a position in SLQD in Q2 2023 and held it in 8 quarters. The position peaked at $3.12M in Q1 2024. 245 funds tracked by Wall St. Rank hold SLQD as of Q2 2025.

Brinker Capital Investments reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Brinker Capital Investments sold 6,320 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $318K.
Brinker Capital Investments first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 8 quarters.
Brinker Capital Investments's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.12M in Q1 2024.
245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Brinker Capital Investments's 13F filing for Q2 2025, filed 14 Aug 2025.