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

Capital Financial Group’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 		$848K Sell
16,845
-15,210
-47% -$766K 0.44% 59
2026
Q1 		$1.62M Sell
32,055
-4,128
-11% -$209K 0.89% 35
2025
Q4 		$1.83M Buy
+36,183
New +$1.84M 1.02% 28

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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Financial Group's SLQD Position: Q2 2026 in Review

Capital Financial Group reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 47% in Q2 2026, selling an estimated $766K and leaving 16,845 shares worth $848K. The position accounts for 0.44% of the portfolio, ranked #59.

Capital Financial Group first reported a position in SLQD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q4 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Capital Financial Group held 16,845 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $848K as of Q2 2026.
  • Capital Financial Group sold 15,210 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $766K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.44% of Capital Financial Group's portfolio in Q2 2026, its #59 holding.
  • Capital Financial Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Financial Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.83M in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Capital Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.