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

Capital Investment Advisory Services’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	$8.84K	Sell	175 -200	-53%	-$10.1K	﹤0.01%	1075
2025 Q4	$19K	Hold	375	–	–	﹤0.01%	963
2025 Q3	$19.1K	Hold	375	–	–	﹤0.01%	909
2025 Q2	$19K	Hold	375	–	–	﹤0.01%	882
2025 Q1	$18.9K	Sell	375 -200	-35%	-$9.99K	﹤0.01%	819
2024 Q4	$28.6K	Hold	575	–	–	﹤0.01%	721
2024 Q3	$29K	Hold	575	–	–	﹤0.01%	760
2024 Q2	$28.3K	Hold	575	–	–	﹤0.01%	733
2024 Q1	$28.3K	Buy	575 +400	+229%	+$19.7K	﹤0.01%	730
2023 Q4	$8.61K	Hold	175	–	–	﹤0.01%	849
2023 Q3	$8.4K	Hold	175	–	–	﹤0.01%	807
2023 Q2	$8.44K	Hold	175	–	–	﹤0.01%	764
2023 Q1	$8.48K	Hold	175	–	–	﹤0.01%	750
2022 Q4	$8.38K	Hold	175	–	–	﹤0.01%	761
2022 Q3	$8K	Hold	175	–	–	﹤0.01%	711
2022 Q2	$8K	Hold	175	–	–	﹤0.01%	736
2022 Q1	$9K	Hold	175	–	–	﹤0.01%	755
2021 Q4	$9K	Hold	175	–	–	﹤0.01%	735
2021 Q3	$9K	Hold	175	–	–	﹤0.01%	689
2021 Q2	$9K	Hold	175	–	–	﹤0.01%	719
2021 Q1	$9K	Hold	175	–	–	﹤0.01%	665
2020 Q4	$9K	Buy	+175	New	+$9.12K	﹤0.01%	630

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Investment Advisory Services's SLQD Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 53% in Q1 2026, selling an estimated $10.1K and leaving 175 shares worth $8.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Capital Investment Advisory Services first reported a position in SLQD in Q4 2020 and has held it in 22 quarters since. The position peaked at $29K in Q3 2024. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Capital Investment Advisory Services held 175 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $8.84K as of Q1 2026.
Capital Investment Advisory Services sold 200 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $10.1K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #1075 holding.
Capital Investment Advisory Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
Capital Investment Advisory Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $29K in Q3 2024.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.