City Center Advisors LLC’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

City Center Advisors LLC’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	$1.1M	Buy	21,816 +1,037	+5%	+$52.2K	0.89%	21
2026 Q1	$1.05M	Sell	20,779 -4,454	-18%	-$226K	0.97%	19
2025 Q4	$1.28M	Buy	25,233 +323	+1%	+$16.4K	1.18%	15
2025 Q3	$1.27M	Buy	24,910 +1,058	+4%	+$53.5K	1.23%	12
2025 Q2	$1.21M	Sell	23,852 -1,723	-7%	-$86.5K	1.29%	10
2025 Q1	$1.29M	Buy	25,575 +1,404	+6%	+$70.2K	1.5%	7
2024 Q4	$1.2M	Buy	24,171 +2,783	+13%	+$139K	1.35%	11
2024 Q3	$1.08M	Buy	21,388 +189	+0.9%	+$9.43K	1.2%	14
2024 Q2	$1.04M	Hold	21,199	–	–	1.23%	16
2024 Q1	$1.04M	Buy	+21,199	New	+$1.04M	1.23%	16

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

City Center Advisors LLC's SLQD Position: Q2 2026 in Review

City Center Advisors LLC increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 5% in Q2 2026, buying an estimated $52.2K and bringing the position to 21,816 shares worth $1.1M. The position accounts for 0.89% of the portfolio, ranked #21.

City Center Advisors LLC first reported a position in SLQD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.29M in Q1 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

City Center Advisors LLC held 21,816 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.1M as of Q2 2026.
City Center Advisors LLC bought 1,037 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $52.2K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.89% of City Center Advisors LLC's portfolio in Q2 2026, its #21 holding.
City Center Advisors LLC first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
City Center Advisors LLC's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.29M in Q1 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on City Center Advisors LLC's 13F filing for Q2 2026, filed 7 Jul 2026.