CT
SLQD icon

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

Colonial Trust’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 		$9.72M Buy
192,545
+13,190
+7% +$669K 1.32% 13
2025
Q4 		$9.09M Buy
179,355
+4,183
+2% +$212K 1.21% 19
2025
Q3 		$8.9M Buy
175,172
+11,269
+7% +$570K 1.2% 20
2025
Q2 		$8.29M Buy
163,903
+4,782
+3% +$240K 1.21% 20
2025
Q1 		$8M Buy
159,121
+9,342
+6% +$467K 1.24% 16
2024
Q4 		$7.45M Buy
149,779
+7,577
+5% +$378K 1.11% 20
2024
Q3 		$7.17M Buy
142,202
+11,028
+8% +$550K 1.11% 21
2024
Q2 		$6.46M Buy
131,174
+14,291
+12% +$701K 1.14% 19
2024
Q1 		$5.75M Buy
116,883
+9,583
+9% +$471K 1.08% 23
2023
Q4 		$5.28M Buy
107,300
+8,546
+9% +$413K 1.1% 20
2023
Q3 		$4.74M Buy
98,754
+8,588
+10% +$413K 1.17% 20
2023
Q2 		$4.35M Buy
90,166
+6,265
+7% +$303K 1.04% 25
2023
Q1 		$4.07M Buy
83,901
+1,171
+1% +$56.4K 1.03% 26
2022
Q4 		$3.96M Buy
82,730
+405
+0.5% +$19.3K 1.08% 27
2022
Q3 		$3.9M Buy
+82,325
New +$3.99M 1.24% 22

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's SLQD Position: Q1 2026 in Review

Colonial Trust increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 7.4% in Q1 2026, buying an estimated $669K and bringing the position to 192,545 shares worth $9.72M. The position accounts for 1.32% of the portfolio, ranked #13.

Colonial Trust 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 held 192,545 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $9.72M as of Q1 2026.
  • Colonial Trust bought 13,190 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $669K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 1.32% of Colonial Trust's portfolio in Q1 2026, its #13 holding.
  • Colonial Trust 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's 13F filing for Q1 2026, filed 12 May 2026.