Chesley Taft & Associates’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Chesley Taft & Associates’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	–	Sell	-5,700	Closed	-$289K	–	389
2025 Q4	$289K	Hold	5,700	–	–	0.01%	331
2025 Q3	$290K	Hold	5,700	–	–	0.01%	311
2025 Q2	$288K	Hold	5,700	–	–	0.01%	301
2025 Q1	$287K	Hold	5,700	–	–	0.01%	299
2024 Q4	$284K	Hold	5,700	–	–	0.01%	294
2024 Q3	$287K	Hold	5,700	–	–	0.01%	291
2024 Q2	$281K	Hold	5,700	–	–	0.01%	286
2024 Q1	$281K	Buy	+5,700	New	+$280K	0.01%	286

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Chesley Taft & Associates's SLQD Position: Q1 2026 in Review

Chesley Taft & Associates sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2026, closing a stake of 5,700 shares — an estimated $289K sold.

Chesley Taft & Associates first reported a position in SLQD in Q1 2024 and held it in 8 quarters. The position peaked at $290K in Q3 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

Chesley Taft & Associates reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Chesley Taft & Associates sold 5,700 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $289K.
Chesley Taft & Associates first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 8 quarters.
Chesley Taft & Associates's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $290K in Q3 2025.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Chesley Taft & Associates's 13F filing for Q1 2026, filed 13 Apr 2026.