CRC
SLQD icon

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
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
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 $625M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B 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 $3.62B AUM 21.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return