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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
Q2 		– Sell
-20,169
Closed -$1.02M – 80
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 $1.89T 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

Elevation Capital Advisory's SLQD Position: Q2 2026 in Review

Elevation Capital Advisory sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026, closing a stake of 20,169 shares — an estimated $1.02M sold.

Elevation Capital Advisory first reported a position in SLQD in Q1 2025 and held it in 2 quarters. The position peaked at $6.45M in Q1 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Elevation Capital Advisory reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Elevation Capital Advisory sold 20,169 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.02M.
  • Elevation Capital Advisory first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Elevation Capital Advisory's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $6.45M in Q1 2025.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.