Corient Private Wealth
SLQD icon

Corient Private Wealth’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Corient Private Wealth’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 		$16.1M Sell
320,449
-40,117
-11% -$2.02M 0.02% 488
2026
Q1 		$17.8M Sell
360,566
-54,645
-13% -$2.77M 0.03% 420
2025
Q4 		$21.1M Sell
415,211
-2,381
-0.6% -$121K 0.03% 397
2025
Q3 		$933K Buy
417,592
+395,400
+1,782% +$20M ﹤0.01% 1463
2025
Q2 		$1.12M Buy
22,192
+5,587
+34% +$280K ﹤0.01% 1307
2025
Q1 		$835K Sell
16,605
-16,060
-49% -$803K ﹤0.01% 1355
2024
Q4 		$844K Buy
32,665
+14,586
+81% +$728K ﹤0.01% 1378
2024
Q3 		$912K Sell
18,079
-16,070
-47% -$802K ﹤0.01% 1443
2024
Q2 		$1.68M Sell
34,149
-337
-1% -$16.5K ﹤0.01% 1102
2024
Q1 		$1.7M Sell
34,486
-6,980
-17% -$343K ﹤0.01% 1103
2023
Q4 		$2.04M Buy
41,466
+419
+1% +$20.3K ﹤0.01% 991
2023
Q3 		$1.97M Sell
41,047
-9,339
-19% -$449K ﹤0.01% 926
2023
Q2 		$2.43M Sell
50,386
-8,861
-15% -$428K 0.01% 840
2023
Q1 		$2.87M Buy
59,247
+36,314
+158% +$1.75M 0.01% 737
2022
Q4 		$1.1M Buy
+22,933
New +$1.09M ﹤0.01% 882

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

Corient Private Wealth's SLQD Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 11% in Q2 2026, selling an estimated $2.02M and leaving 320,449 shares worth $16.1M. The position accounts for 0.02% of the portfolio, ranked #488.

Corient Private Wealth first reported a position in SLQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.1M in Q4 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Corient Private Wealth held 320,449 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $16.1M as of Q2 2026.
  • Corient Private Wealth sold 40,117 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.02M.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #488 holding.
  • Corient Private Wealth first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $21.1M in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.