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 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 $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

London & Capital Asset Management's SLQD Position: Q1 2026 in Review

London & Capital Asset Management held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q1 2026 at 26,900 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #99.

London & Capital Asset Management first reported a position in SLQD in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.36M in Q4 2025. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

London & Capital Asset Management held 26,900 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $1.36M as of Q1 2026.
London & Capital Asset 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 0.01% of London & Capital Asset Management's portfolio in Q1 2026, its #99 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 6 quarters since.
London & Capital Asset Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.36M in Q4 2025.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.