Cary Street Partners Investment Advisory’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Cary Street Partners Investment Advisory’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	$5.49K	Buy	+109	New	+$5.49K	﹤0.01%	713
2025 Q3	–	Sell	-68	Closed	-$3.44K	–	632
2025 Q2	$3.44K	Sell	68 -2	-3%	-$100	﹤0.01%	552
2025 Q1	$3.52K	Sell	70 -670	-91%	-$33.5K	﹤0.01%	520
2024 Q4	$36.8K	Sell	740 -30,593	-98%	-$1.53M	0.02%	347
2024 Q3	$1.58M	Sell	31,333 -1,403	-4%	-$70K	0.06%	297
2024 Q2	$1.61M	Sell	32,736 -5,090	-13%	-$250K	0.07%	285
2024 Q1	$1.86M	Sell	37,826 -4,876	-11%	-$240K	0.08%	256
2023 Q4	$2.1M	Sell	42,702 -2,856	-6%	-$138K	0.1%	222
2023 Q3	$2.19M	Sell	45,558 -5,828	-11%	-$280K	0.12%	203
2023 Q2	$2.48M	Sell	51,386 -3,345	-6%	-$162K	0.16%	160
2023 Q1	$2.65M	Sell	54,731 -15,922	-23%	-$767K	0.19%	142
2022 Q4	$3.38M	Sell	70,653 -21,526	-23%	-$1.03M	0.25%	100
2022 Q3	$4.37M	Sell	92,179 -2,320	-2%	-$112K	0.36%	76
2022 Q2	$4.58M	Buy	94,499 +64,454	+215%	+$3.14M	0.39%	73
2022 Q1	$1.48M	Sell	30,045 -745	-2%	-$37.3K	0.41%	68
2021 Q4	$1.57M	Buy	30,790 +2,150	+8%	+$110K	0.44%	70
2021 Q3	$1.48M	Buy	28,640 +9,972	+53%	+$516K	0.49%	64
2021 Q2	$968K	Buy	18,668 +2,280	+14%	+$118K	0.31%	85
2021 Q1	$849K	Buy	16,388 +1,210	+8%	+$62.9K	0.35%	72
2020 Q4	$793K	Sell	15,178 -1,330	-8%	-$69.3K	0.15%	136
2020 Q3	$860K	Buy	16,508 +1,830	+12%	+$95.5K	0.18%	140
2020 Q2	$765K	Sell	14,678 -350	-2%	-$18K	1.09%	26
2020 Q1	$753K	Buy	15,028 +400	+3%	+$20.3K	1.76%	15
2019 Q4	$747K	Buy	+14,628	New	+$747K	0.82%	34

Other funds holding SLQD

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CNB

Camden National Bank Camden, Maine $767M AUM 14.32% 1-Year Est. Return

GWMIA

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Cary Street Partners Investment Advisory's SLQD Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026: 109 shares worth $5.49K. The stake represents ﹤0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in SLQD as recently as Q2 2025.

Cary Street Partners Investment Advisory first reported a position in SLQD in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.58M in Q2 2022. 134 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Cary Street Partners Investment Advisory held 109 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $5.49K as of Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Cary Street Partners Investment Advisory position in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #713 holding.
Cary Street Partners Investment Advisory first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 24 quarters since.
Cary Street Partners Investment Advisory's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $4.58M in Q2 2022.
134 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.