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

Elevation Capital Advisory’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 		$1.02M Buy
+20,169
New +$1.02M 0.43% 58
2025
Q2 		– Sell
-128,326
Closed -$6.45M – 73
2025
Q1 		$6.45M Buy
+128,326
New +$6.41M 2.81% 16

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 $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B 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 $4.13B AUM 32.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elevation Capital Advisory's SLQD Position: Q1 2026 in Review

Elevation Capital Advisory opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2026: 20,169 shares worth $1.02M. The stake represents 0.43% of the portfolio and ranks #58 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in SLQD as recently as Q1 2025.

Elevation Capital Advisory first reported a position in SLQD in Q1 2025 and has held it in 2 quarters since. The position peaked at $6.45M in Q1 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Elevation Capital Advisory held 20,169 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.02M as of Q1 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Elevation Capital Advisory position in Q1 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.43% of Elevation Capital Advisory's portfolio in Q1 2026, its #58 holding.
  • Elevation Capital Advisory first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • Elevation Capital Advisory's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $6.45M in Q1 2025.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Elevation Capital Advisory's 13F filing for Q1 2026, filed 8 May 2026.