HM Payson & Co’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

HM Payson & Co’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	–	Sell	-500	Closed	-$25.4K	–	1208
2025 Q4	$25.4K	Sell	500 -31	-6%	-$1.57K	﹤0.01%	798
2025 Q3	$27K	Hold	531	–	–	﹤0.01%	791
2025 Q2	$26.9K	Hold	531	–	–	﹤0.01%	751
2025 Q1	$26.7K	Buy	531 +31	+6%	+$1.55K	﹤0.01%	746
2024 Q4	$24.9K	Hold	500	–	–	﹤0.01%	747
2024 Q3	$25.2K	Buy	+500	New	+$24.9K	﹤0.01%	733

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HM Payson & Co's SLQD Position: Q1 2026 in Review

HM Payson & Co sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2026, closing a stake of 500 shares — an estimated $25.4K sold.

HM Payson & Co first reported a position in SLQD in Q3 2024 and held it in 6 quarters. The position peaked at $27K in Q3 2025. 244 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

HM Payson & Co reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
HM Payson & Co sold 500 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $25.4K.
HM Payson & Co first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 6 quarters.
HM Payson & Co's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $27K in Q3 2025.
244 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.