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SLQD icon

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

Fairview Capital Investment Management’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 		$4.09M Hold
81,026
– – 0.22% 70
2025
Q4 		$4.11M Sell
81,026
-100
-0.1% -$5.07K 0.21% 64
2025
Q3 		$4.12M Buy
81,126
+850
+1% +$43K 0.21% 64
2025
Q2 		$4.06M Hold
80,276
– – 0.21% 64
2025
Q1 		$4.04M Sell
80,276
-1,850
-2% -$92.4K 0.21% 61
2024
Q4 		$4.08M Buy
82,126
+200
+0.2% +$9.98K 0.21% 62
2024
Q3 		$4.13M Sell
81,926
-3,550
-4% -$177K 0.22% 61
2024
Q2 		$4.21M Sell
85,476
-5,824
-6% -$286K 0.24% 62
2024
Q1 		$4.49M Sell
91,300
-450
-0.5% -$22.1K 0.25% 62
2023
Q4 		$4.51M Buy
91,750
+4,525
+5% +$219K 0.27% 56
2023
Q3 		$4.19M Buy
87,225
+4,050
+5% +$195K 0.27% 57
2023
Q2 		$4.01M Sell
83,175
-1,525
-2% -$73.7K 0.25% 55
2023
Q1 		$4.11M Sell
84,700
-3,500
-4% -$168K 0.27% 55
2022
Q4 		$4.22M Sell
88,200
-16,000
-15% -$762K 0.29% 54
2022
Q3 		$4.94M Buy
104,200
+61,450
+144% +$2.97M 0.35% 53
2022
Q2 		$2.07M Sell
42,750
-82,150
-66% -$4M 0.14% 66
2022
Q1 		$6.17M Buy
124,900
+5,250
+4% +$263K 0.38% 46
2021
Q4 		$6.11M Buy
119,650
+7,650
+7% +$392K 0.39% 43
2021
Q3 		$5.79M Sell
112,000
-2,430
-2% -$126K 0.39% 42
2021
Q2 		$5.93M Sell
114,430
-475
-0.4% -$24.6K 0.41% 41
2021
Q1 		$5.95M Sell
114,905
-7,775
-6% -$404K 0.21% 68
2020
Q4 		$6.41M Sell
122,680
-7,775
-6% -$405K 0.26% 57
2020
Q3 		$6.8M Sell
130,455
-6,675
-5% -$348K 0.32% 53
2020
Q2 		$7.15M Sell
137,130
-2,975
-2% -$153K 0.35% 46
2020
Q1 		$7.02M Sell
140,105
-300
-0.2% -$15.2K 0.42% 41
2019
Q4 		$7.17M Hold
140,405
– – 0.35% 42
2019
Q3 		$7.18M Buy
140,405
+150
+0.1% +$7.65K 0.36% 46
2019
Q2 		$7.15M Sell
140,255
-1,045
-0.7% -$52.8K 0.36% 46
2019
Q1 		$7.13M Sell
141,300
-3,225
-2% -$161K 0.38% 45
2018
Q4 		$7.16M Buy
144,525
+88,375
+157% +$4.37M 0.43% 43
2018
Q3 		$2.79M Sell
56,150
-53,775
-49% -$2.67M 0.16% 60
2018
Q2 		$5.46M Buy
109,925
+12,800
+13% +$635K 0.32% 42
2018
Q1 		$4.83M Buy
+97,125
New +$4.85M 0.3% 42

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

Fairview Capital Investment Management's SLQD Position: Q1 2026 in Review

Fairview Capital Investment Management held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q1 2026 at 81,026 shares worth $4.09M. The position accounts for 0.22% of the portfolio, ranked #70.

Fairview Capital Investment Management first reported a position in SLQD in Q1 2018 and has held it in 33 quarters since. The position peaked at $7.18M in Q3 2019. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

  • Fairview Capital Investment Management held 81,026 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $4.09M as of Q1 2026.
  • Fairview Capital Investment Management left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.22% of Fairview Capital Investment Management's portfolio in Q1 2026, its #70 holding.
  • Fairview Capital Investment Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Fairview Capital Investment Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $7.18M in Q3 2019.
  • 243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.