Cedar Point Capital Partners’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Cedar Point Capital 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	$585K	Buy	11,580 +762	+7%	+$38.6K	0.38%	42
2025 Q4	$548K	Sell	10,818 -133	-1%	-$6.75K	0.35%	44
2025 Q3	$557K	Buy	10,951 +70	+0.6%	+$3.54K	0.37%	40
2025 Q2	$550K	Sell	10,881 -11,911	-52%	-$598K	0.39%	41
2025 Q1	$1.15M	Buy	22,792 +51	+0.2%	+$2.55K	0.77%	28
2024 Q4	$1.13M	Sell	22,741 -25	-0.1%	-$1.25K	0.77%	28
2024 Q3	$1.15M	Buy	22,766 +1,027	+5%	+$51.2K	0.79%	28
2024 Q2	$1.07M	Buy	21,739 +4,255	+24%	+$209K	0.8%	26
2024 Q1	$861K	Buy	17,484 +159	+0.9%	+$7.81K	0.65%	30
2023 Q4	$852K	Buy	+17,325	New	+$837K	0.71%	28

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 $4.13B AUM 32.58% 1-Year Est. Return

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

Cedar Point Capital Partners's SLQD Position: Q1 2026 in Review

Cedar Point Capital Partners increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 7% in Q1 2026, buying an estimated $38.6K and bringing the position to 11,580 shares worth $585K. The position accounts for 0.38% of the portfolio, ranked #42.

Cedar Point Capital Partners first reported a position in SLQD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q3 2024. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Cedar Point Capital Partners held 11,580 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $585K as of Q1 2026.
Cedar Point Capital Partners bought 762 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $38.6K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.38% of Cedar Point Capital Partners's portfolio in Q1 2026, its #42 holding.
Cedar Point Capital Partners first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Cedar Point Capital Partners's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.15M 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 Cedar Point Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.