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

Caldwell Trust’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
2022
Q2 		– Sell
-1,025
Closed -$50.6K – 757
2022
Q1 		$50.6K Buy
+1,025
New +$51.4K 0.01% 458

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Caldwell Trust's SLQD Position: Q2 2022 in Review

Caldwell Trust sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2022, closing a stake of 1,025 shares — an estimated $50.6K sold.

Caldwell Trust first reported a position in SLQD in Q1 2022 and held it in 1 quarter. The position peaked at $50.6K in Q1 2022. 234 funds tracked by Wall St. Rank hold SLQD as of Q2 2022.

  • Caldwell Trust reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Caldwell Trust sold 1,025 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $50.6K.
  • Caldwell Trust first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Caldwell Trust's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $50.6K in Q1 2022.
  • 234 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Caldwell Trust's 13F filing for Q2 2022, filed 2 Oct 2025.