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

London & Capital Asset 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	$1.35M	Hold	26,900	–	–	0.01%	100
2026 Q1	$1.36M	Hold	26,900	–	–	0.01%	99
2025 Q4	$1.36M	Buy	+26,900	New	+$1.37M	0.01%	110
2025 Q1	–	Sell	-26,900	Closed	-$1.34M	–	107
2024 Q4	$1.34M	Hold	26,900	–	–	0.11%	67
2024 Q3	$1.36M	Hold	26,900	–	–	0.11%	64
2024 Q2	$1.32M	Hold	26,900	–	–	0.11%	60
2024 Q1	$1.32M	Buy	+26,900	New	+$1.32M	0.1%	58

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

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

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

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

London & Capital Asset Management's SLQD Position: Q2 2026 in Review

London & Capital Asset Management held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q2 2026 at 26,900 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #100.

London & Capital Asset Management first reported a position in SLQD in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q4 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

London & Capital Asset Management held 26,900 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.35M as of Q2 2026.
London & Capital Asset Management left its iShares 0-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of London & Capital Asset Management's portfolio in Q2 2026, its #100 holding.
London & Capital Asset Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 7 quarters since.
London & Capital Asset Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.36M 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 London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.