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

Camelot Portfolios’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 		– Sell
-108
Closed -$5.48K – 478
2025
Q4 		$5.48K Buy
+108
New +$5.48K ﹤0.01% 472
2024
Q3 		– Sell
-108
Closed -$5.32K – 493
2024
Q2 		$5.32K Buy
+108
New +$5.3K ﹤0.01% 470

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
BI
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Camelot Portfolios's SLQD Position: Q1 2026 in Review

Camelot Portfolios sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2026, closing a stake of 108 shares — an estimated $5.48K sold.

Camelot Portfolios first reported a position in SLQD in Q2 2024 and held it in 2 quarters. The position peaked at $5.48K in Q4 2025. 245 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Camelot Portfolios reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 108 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $5.48K.
  • Camelot Portfolios first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Camelot Portfolios's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $5.48K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.