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

MAI 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	$64.2M	Buy	1,274,393 +190,706	+18%	+$9.6M	0.24%	82
2026 Q1	$54.7M	Buy	1,083,687 +52,936	+5%	+$2.68M	0.31%	64
2025 Q4	$52.3M	Buy	1,030,751 +79,449	+8%	+$4.03M	0.3%	71
2025 Q3	$48.4M	Buy	951,302 +71,345	+8%	+$3.61M	0.3%	68
2025 Q2	$44.5M	Buy	879,957 +25,863	+3%	+$1.3M	0.31%	73
2025 Q1	$42.9M	Buy	854,094 +51,948	+6%	+$2.6M	0.32%	72
2024 Q4	$39.9M	Buy	+802,146	New	+$40M	0.3%	77

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MAI Capital Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 18% in Q2 2026, buying an estimated $9.6M and bringing the position to 1,274,393 shares worth $64.2M. The position accounts for 0.24% of the portfolio, ranked #82.

MAI Capital Management first reported a position in SLQD in Q4 2024 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

MAI Capital Management held 1,274,393 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $64.2M as of Q2 2026.
MAI Capital Management bought 190,706 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $9.6M.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.24% of MAI Capital Management's portfolio in Q2 2026, its #82 holding.
MAI Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.