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Charter Oak Capital Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Charter Oak Capital Management’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 		$2.01M Sell
39,852
-18,031
-31% -$914K 0.16% 47
2025
Q4 		$2.93M Sell
57,883
-24,387
-30% -$1.24M 0.22% 37
2025
Q3 		$4.18M Sell
82,270
-176
-0.2% -$8.91K 0.33% 26
2025
Q2 		$4.17M Sell
82,446
-7,615
-8% -$382K 0.35% 26
2025
Q1 		$4.53M Sell
90,061
-7,970
-8% -$398K 0.42% 22
2024
Q4 		$4.88M Sell
98,031
-4,472
-4% -$223K 0.45% 21
2024
Q3 		$5.17M Sell
102,503
-2,700
-3% -$135K 0.48% 21
2024
Q2 		$5.18M Sell
105,203
-3,704
-3% -$182K 0.54% 21
2024
Q1 		$5.36M Sell
108,907
-14,879
-12% -$731K 0.57% 19
2023
Q4 		$6.09M Sell
123,786
-19,023
-13% -$919K 0.72% 17
2023
Q3 		$6.85M Sell
142,809
-17,771
-11% -$855K 0.91% 15
2023
Q2 		$7.74M Sell
160,580
-9,328
-5% -$451K 1.01% 15
2023
Q1 		$8.24M Sell
169,908
-6,305
-4% -$304K 1.14% 13
2022
Q4 		$8.43M Sell
176,213
-5,903
-3% -$281K 1.26% 12
2022
Q3 		$8.63M Sell
182,116
-20,466
-10% -$991K 1.38% 12
2022
Q2 		$9.82M Sell
202,582
-33,824
-14% -$1.65M 1.34% 12
2022
Q1 		$11.7M Sell
236,406
-10,835
-4% -$543K 1.43% 13
2021
Q4 		$12.6M Buy
247,241
+38,190
+18% +$1.96M 1.47% 12
2021
Q3 		$10.8M Buy
209,051
+12,302
+6% +$637K 1.35% 13
2021
Q2 		$10.2M Buy
196,749
+10,442
+6% +$541K 1.31% 13
2021
Q1 		$9.65M Buy
186,307
+11,104
+6% +$577K 1.36% 12
2020
Q4 		$9.15M Buy
+175,203
New +$9.13M 1.39% 13

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
BI
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charter Oak Capital Management's SLQD Position: Q1 2026 in Review

Charter Oak Capital Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 31% in Q1 2026, selling an estimated $914K and leaving 39,852 shares worth $2.01M. The position accounts for 0.16% of the portfolio, ranked #47.

Charter Oak Capital Management first reported a position in SLQD in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.6M in Q4 2021. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Charter Oak Capital Management held 39,852 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.01M as of Q1 2026.
  • Charter Oak Capital Management sold 18,031 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $914K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.16% of Charter Oak Capital Management's portfolio in Q1 2026, its #47 holding.
  • Charter Oak Capital Management 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.
  • Charter Oak Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $12.6M in Q4 2021.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.