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

Crews Bank & 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 Q2	$39.7M	Buy	788,528 +28,948	+4%	+$1.46M	5.19%	3
2026 Q1	$38.4M	Buy	759,580 +23,190	+3%	+$1.18M	5.56%	2
2025 Q4	$37.3M	Buy	736,390 +52,047	+8%	+$2.64M	5.34%	3
2025 Q3	$34.8M	Buy	684,343 +33,172	+5%	+$1.68M	5.09%	2
2025 Q2	$32.9M	Buy	651,171 +14,198	+2%	+$713K	5.19%	2
2025 Q1	$32M	Buy	636,973 +6,065	+1%	+$303K	5.46%	2
2024 Q4	$31.4M	Buy	+630,908	New	+$31.5M	5.29%	2

Other funds holding SLQD

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Crews Bank & Trust's SLQD Position: Q2 2026 in Review

Crews Bank & Trust increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 3.8% in Q2 2026, buying an estimated $1.46M and bringing the position to 788,528 shares worth $39.7M. The position accounts for 5.19% of the portfolio, ranked #3.

Crews Bank & Trust first reported a position in SLQD in Q4 2024 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Crews Bank & Trust held 788,528 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $39.7M as of Q2 2026.
Crews Bank & Trust bought 28,948 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.46M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 5.19% of Crews Bank & Trust's portfolio in Q2 2026, its #3 holding.
Crews Bank & Trust first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
32 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.