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 Q2	$3.78K	Hold	75	–	–	﹤0.01%	732
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 $1.89T 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

Caldwell Sutter Capital's SLQD Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 75 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Caldwell Sutter Capital first reported a position in SLQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.81K in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Caldwell Sutter Capital held 75 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $3.78K as of Q2 2026.
Caldwell Sutter Capital left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #732 holding.
Caldwell Sutter Capital first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.81K 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 Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.