Curi RMB Capital’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Curi RMB Capital’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	$1.53M	Sell	30,305 -2,157	-7%	-$109K	0.02%	388
2026 Q1	$1.64M	Sell	32,462 -122	-0.4%	-$6.18K	0.03%	365
2025 Q4	$1.65M	Buy	32,584 +106	+0.3%	+$5.38K	0.03%	369
2025 Q3	$1.65M	Buy	32,478 +284	+0.9%	+$14.4K	0.03%	353
2025 Q2	$1.63M	Sell	32,194 -5,586	-15%	-$280K	0.03%	350
2025 Q1	$1.9M	Sell	37,780 -132	-0.3%	-$6.6K	0.05%	273
2024 Q4	$1.89M	Buy	37,912 +1,306	+4%	+$65.2K	0.04%	272
2024 Q3	$1.85M	Sell	36,606 -1,064	-3%	-$53.1K	0.04%	275
2024 Q2	$1.86M	Sell	37,670 -3,514	-9%	-$172K	0.04%	269
2024 Q1	$2.03M	Buy	+41,184	New	+$2.02M	0.05%	269

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Curi RMB Capital's SLQD Position: Q2 2026 in Review

Curi RMB Capital reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 6.6% in Q2 2026, selling an estimated $109K and leaving 30,305 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #388.

Curi RMB Capital first reported a position in SLQD in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.03M in Q1 2024. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Curi RMB Capital held 30,305 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.53M as of Q2 2026.
Curi RMB Capital sold 2,157 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $109K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Curi RMB Capital's portfolio in Q2 2026, its #388 holding.
Curi RMB Capital first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Curi RMB Capital's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $2.03M in Q1 2024.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.