CIA
SLQD icon

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

Concurrent Investment 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
Q2 		$426K Buy
8,466
+220
+3% +$11.1K ﹤0.01% 1495
2026
Q1 		$416K Buy
8,246
+2,359
+40% +$120K ﹤0.01% 1304
2025
Q4 		$298K Sell
5,887
-240
-4% -$12.2K ﹤0.01% 1412
2025
Q3 		$311K Sell
6,127
-130
-2% -$6.58K 0.01% 1134
2025
Q2 		$317K Sell
6,257
-2,989
-32% -$150K 0.01% 1043
2025
Q1 		$465K Sell
9,246
-222
-2% -$11.1K 0.01% 769
2024
Q4 		$471K Buy
9,468
+187
+2% +$9.33K 0.01% 684
2024
Q3 		$468K Buy
9,281
+378
+4% +$18.9K 0.01% 641
2024
Q2 		$438K Buy
8,903
+642
+8% +$31.5K 0.01% 634
2024
Q1 		$407K Sell
8,261
-314
-4% -$15.4K 0.02% 603
2023
Q4 		$422K Buy
+8,575
New +$414K 0.02% 536

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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concurrent Investment Advisors's SLQD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 2.7% in Q2 2026, buying an estimated $11.1K and bringing the position to 8,466 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Concurrent Investment Advisors first reported a position in SLQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $471K in Q4 2024. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Concurrent Investment Advisors held 8,466 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $426K as of Q2 2026.
  • Concurrent Investment Advisors bought 220 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $11.1K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1495 holding.
  • Concurrent Investment Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $471K in Q4 2024.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.