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Matthew Hamilton Rosenberg’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Matthew Hamilton Rosenberg’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 		$4.22M Sell
83,730
-5,141
-6% -$259K 0.79% 17
2026
Q1 		$4.49M Sell
88,871
-1,002
-1% -$50.8K 0.92% 16
2025
Q4 		$4.56M Sell
89,873
-3,536
-4% -$179K 0.94% 16
2025
Q3 		$4.75M Sell
93,409
-106
-0.1% -$5.36K 1.03% 16
2025
Q2 		$4.73M Sell
93,515
-10,695
-10% -$537K 1.1% 14
2025
Q1 		$5.24M Sell
104,210
-1,205
-1% -$60.2K 1.31% 13
2024
Q4 		$5.24M Sell
105,415
-2,305
-2% -$115K 1.36% 13
2024
Q3 		$5.43M Buy
107,720
+15,238
+16% +$760K 1.42% 13
2024
Q2 		$4.54M Sell
92,482
-24,663
-21% -$1.21M 1.34% 13
2024
Q1 		$5.74M Sell
117,145
-1,099
-0.9% -$54K 1.66% 12
2023
Q4 		$5.82M Sell
118,244
-1,361
-1% -$65.8K 1.79% 11
2023
Q3 		$5.74M Sell
119,605
-45,301
-27% -$2.18M 1.91% 11
2023
Q2 		$7.95M Sell
164,906
-17,734
-10% -$858K 2.69% 5
2023
Q1 		$8.85M Buy
182,640
+14,537
+9% +$700K 2.86% 5
2022
Q4 		$8.05M Buy
168,103
+39,501
+31% +$1.88M 2.73% 7
2022
Q3 		$6.1M Sell
128,602
-3,740
-3% -$181K 2.36% 8
2022
Q2 		$6.43M Buy
132,342
+10,931
+9% +$533K 2.43% 9
2022
Q1 		$5.99M Buy
121,411
+13,778
+13% +$691K 2.1% 9
2021
Q4 		$5.5M Sell
107,633
-47,115
-30% -$2.41M 1.96% 10
2021
Q3 		$8M Buy
154,748
+57,827
+60% +$2.99M 3.16% 6
2021
Q2 		$5.02M Buy
96,921
+31,867
+49% +$1.65M 2.61% 6
2021
Q1 		$3.37M Buy
65,054
+22,183
+52% +$1.15M 1.92% 9
2020
Q4 		$2.24M Buy
42,871
+17,178
+67% +$895K 1.4% 15
2020
Q3 		$1.34M Buy
25,693
+5,839
+29% +$305K 0.98% 17
2020
Q2 		$1.03M Buy
+19,854
New +$1.02M 0.82% 20

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

Matthew Hamilton Rosenberg's SLQD Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 5.8% in Q2 2026, selling an estimated $259K and leaving 83,730 shares worth $4.22M. The position accounts for 0.79% of the portfolio, ranked #17.

Matthew Hamilton Rosenberg first reported a position in SLQD in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.85M in Q1 2023. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Matthew Hamilton Rosenberg held 83,730 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $4.22M as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 5,141 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $259K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.79% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #17 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Matthew Hamilton Rosenberg's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $8.85M in Q1 2023.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.