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 Q2	$1.32M	Buy	26,174 +367	+1%	+$18.5K	0.03%	444
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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cary Street Partners increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 1.4% in Q2 2026, buying an estimated $18.5K and bringing the position to 26,174 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #444.

Cary Street Partners first reported a position in SLQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q4 2024. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Cary Street Partners held 26,174 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.32M as of Q2 2026.
Cary Street Partners bought 367 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $18.5K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Cary Street Partners's portfolio in Q2 2026, its #444 holding.
Cary Street Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.4M in Q4 2024.
252 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's 13F filing for Q2 2026, filed 17 Jul 2026.