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

Caldwell Sutter Capital’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	$3.79K	Hold	75	–	–	﹤0.01%	679
2025 Q4	$3.8K	Hold	75	–	–	﹤0.01%	662
2025 Q3	$3.81K	Hold	75	–	–	﹤0.01%	666
2025 Q2	$3.79K	Hold	75	–	–	﹤0.01%	643
2025 Q1	$3.77K	Hold	75	–	–	﹤0.01%	660
2024 Q4	$3.73K	Hold	75	–	–	﹤0.01%	674
2024 Q3	$3.78K	Hold	75	–	–	﹤0.01%	680
2024 Q2	$3.69K	Hold	75	–	–	﹤0.01%	674
2024 Q1	$3.69K	Hold	75	–	–	﹤0.01%	662
2023 Q4	$3.69K	Hold	75	–	–	﹤0.01%	667
2023 Q3	$3.6K	Hold	75	–	–	﹤0.01%	646
2023 Q2	$3.62K	Hold	75	–	–	﹤0.01%	655
2023 Q1	$3.64K	Hold	75	–	–	﹤0.01%	455
2022 Q4	$3.59K	Buy	+75	New	+$3.57K	﹤0.01%	290

Other funds holding SLQD

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

LJI Wealth Management Indianapolis, Indiana $625M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return