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 Q3	$4.03M	Sell	81,426 -2,304	-3%	-$115K	0.72%	20
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	$1.04M	Buy	+19,854	New	+$1.02M	0.82%	20

Other funds holding SLQD

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's SLQD Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 2.8% in Q3 2026, selling an estimated $115K and leaving 81,426 shares worth $4.03M. The position accounts for 0.72% of the portfolio, ranked #20.

Matthew Hamilton Rosenberg first reported a position in SLQD in Q2 2020 and has held it in 26 quarters since. The position peaked at $8.85M in Q1 2023. 58 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

Matthew Hamilton Rosenberg held 81,426 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $4.03M as of Q3 2026.
Matthew Hamilton Rosenberg sold 2,304 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $115K.
iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.72% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #20 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 26 quarters since.
Matthew Hamilton Rosenberg's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $8.85M in Q1 2023.
58 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.