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

Fortis Capital 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 Q2	$886K	Buy	17,584 +374	+2%	+$18.8K	0.1%	100
2026 Q1	$869K	Sell	17,210 -594	-3%	-$30.1K	0.09%	94
2025 Q4	$903K	Buy	17,804 +122	+0.7%	+$6.19K	0.12%	86
2025 Q3	$899K	Buy	17,682 +251	+1%	+$12.7K	0.13%	81
2025 Q2	$882K	Buy	17,431 +100	+0.6%	+$5.02K	0.14%	81
2025 Q1	$871K	Sell	17,331 -84	-0.5%	-$4.2K	0.17%	71
2024 Q4	$866K	Buy	17,415 +203	+1%	+$10.1K	0.16%	79
2024 Q3	$868K	Buy	17,212 +186	+1%	+$9.28K	0.17%	80
2024 Q2	$839K	Buy	17,026 +226	+1%	+$11.1K	0.18%	81
2024 Q1	$827K	Buy	16,800 +9,315	+124%	+$458K	0.22%	71
2023 Q4	$368K	Buy	+7,485	New	+$362K	0.09%	112

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fortis Capital Management's SLQD Position: Q2 2026 in Review

Fortis Capital Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 2.2% in Q2 2026, buying an estimated $18.8K and bringing the position to 17,584 shares worth $886K. The position accounts for 0.1% of the portfolio, ranked #100.

Fortis Capital Management first reported a position in SLQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $903K in Q4 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

Fortis Capital Management held 17,584 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $886K as of Q2 2026.
Fortis Capital Management bought 374 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $18.8K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.1% of Fortis Capital Management's portfolio in Q2 2026, its #100 holding.
Fortis Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Fortis Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $903K in Q4 2025.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.