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Colonial Trust Advisors’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Colonial Trust Advisors’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 		$15.8M Buy
313,171
+20,316
+7% +$1.03M 1.23% 22
2025
Q4 		$14.8M Buy
292,855
+6,690
+2% +$339K 1.12% 22
2025
Q3 		$14.5M Buy
286,165
+15,938
+6% +$806K 1.12% 25
2025
Q2 		$13.7M Buy
270,227
+13,833
+5% +$694K 1.13% 26
2025
Q1 		$12.9M Buy
256,394
+24,682
+11% +$1.23M 1.15% 27
2024
Q4 		$11.5M Buy
231,712
+9,679
+4% +$483K 1.02% 31
2024
Q3 		$11.2M Buy
222,033
+20,571
+10% +$1.03M 0.97% 33
2024
Q2 		$9.92M Buy
201,462
+9,062
+5% +$444K 0.95% 34
2024
Q1 		$9.47M Buy
192,400
+17,403
+10% +$855K 0.94% 37
2023
Q4 		$8.61M Sell
174,997
-1,238
-0.7% -$59.8K 0.91% 36
2023
Q3 		$8.46M Buy
176,235
+32,638
+23% +$1.57M 0.97% 32
2023
Q2 		$6.92M Buy
143,597
+10,742
+8% +$519K 0.77% 40
2023
Q1 		$6.44M Buy
132,855
+3,138
+2% +$151K 0.76% 44
2022
Q4 		$6.21M Sell
129,717
-8,136
-6% -$387K 0.76% 44
2022
Q3 		$6.53M Buy
+137,853
New +$6.67M 0.89% 33

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
BI
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Colonial Trust Advisors's SLQD Position: Q1 2026 in Review

Colonial Trust Advisors increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 6.9% in Q1 2026, buying an estimated $1.03M and bringing the position to 313,171 shares worth $15.8M. The position accounts for 1.23% of the portfolio, ranked #22.

Colonial Trust Advisors first reported a position in SLQD in Q3 2022 and has held it in 15 quarters since. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Colonial Trust Advisors held 313,171 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $15.8M as of Q1 2026.
  • Colonial Trust Advisors bought 20,316 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.03M.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 1.23% of Colonial Trust Advisors's portfolio in Q1 2026, its #22 holding.
  • Colonial Trust Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.