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

Kathmere 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 		$2.86M Sell
56,764
-43,533
-43% -$2.19M 0.15% 114
2026
Q1 		$5.06M Buy
100,297
+6,386
+7% +$324K 0.31% 64
2025
Q4 		$4.76M Sell
93,911
-3,949
-4% -$200K 0.32% 60
2025
Q3 		$4.97M Buy
+97,860
New +$4.95M 0.35% 57

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

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

Kathmere Capital Management reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 43% in Q2 2026, selling an estimated $2.19M and leaving 56,764 shares worth $2.86M. The position accounts for 0.15% of the portfolio, ranked #114.

Kathmere Capital Management first reported a position in SLQD in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.06M in Q1 2026. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Kathmere Capital Management held 56,764 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $2.86M as of Q2 2026.
  • Kathmere Capital Management sold 43,533 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.19M.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.15% of Kathmere Capital Management's portfolio in Q2 2026, its #114 holding.
  • Kathmere Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Kathmere Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $5.06M in Q1 2026.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.