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

Cary Street Partners’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	$1.3M	Sell	25,807 -1,060	-4%	-$53.7K	0.03%	399
2025 Q4	$1.36M	Buy	26,867 +389	+1%	+$19.7K	0.03%	388
2025 Q3	$1.35M	Buy	26,478 +2,105	+9%	+$107K	0.03%	375
2025 Q2	$1.23M	Sell	24,373 -102	-0.4%	-$5.12K	0.03%	380
2025 Q1	$1.23M	Sell	24,475 -3,767	-13%	-$188K	0.04%	354
2024 Q4	$1.4M	Buy	+28,242	New	+$1.41M	0.05%	333

Other funds holding SLQD

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

Allspring Global Investments

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

LJI Wealth Management Indianapolis, Indiana $625M AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return