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CVA Family Office’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

CVA Family Office’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 		$28.6K Sell
567
-40
-7% -$2.01K ﹤0.01% 726
2026
Q1 		$30.6K Buy
607
+567
+1,418% +$28.7K ﹤0.01% 696
2025
Q4 		$2.03K Hold
40
– – ﹤0.01% 991
2025
Q3 		$2.03K Hold
40
– – ﹤0.01% 1002
2025
Q2 		$2.02K Buy
+40
New +$2.01K ﹤0.01% 995

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

CVA Family Office's SLQD Position: Q2 2026 in Review

CVA Family Office reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 6.6% in Q2 2026, selling an estimated $2.01K and leaving 567 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

CVA Family Office first reported a position in SLQD in Q2 2025 and has held it in 5 quarters since. The position peaked at $30.6K in Q1 2026. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • CVA Family Office held 567 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $28.6K as of Q2 2026.
  • CVA Family Office sold 40 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.01K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #726 holding.
  • CVA Family Office first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • CVA Family Office's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $30.6K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.