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Calton & Associates’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Calton & Associates’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
-5,318
Closed -$267K – 420
2025
Q1 		$267K Hold
5,318
– – 0.06% 258
2024
Q4 		$265K Buy
+5,318
New +$265K 0.12% 159
2023
Q1 		– Sell
-4,758
Closed -$228K – 285
2022
Q4 		$228K Buy
+4,758
New +$227K 0.09% 240
2018
Q1 		– Sell
-6,928
Closed -$347K – 1123
2017
Q4 		$347K Buy
+6,928
New +$349K 0.09% 214

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
BI
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
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

Calton & Associates's SLQD Position: Q2 2025 in Review

Calton & Associates sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2025, closing a stake of 5,318 shares — an estimated $267K sold.

Calton & Associates first reported a position in SLQD in Q4 2017 and held it in 4 quarters. The position peaked at $347K in Q4 2017. 245 funds tracked by Wall St. Rank hold SLQD as of Q2 2025.

  • Calton & Associates reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Calton & Associates sold 5,318 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $267K.
  • Calton & Associates first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
  • Calton & Associates's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $347K in Q4 2017.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Calton & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.