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

MidAtlantic 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 Q1	$349K	Hold	6,907	–	–	0.24%	70
2025 Q4	$350K	Hold	6,907	–	–	0.22%	68
2025 Q3	$351K	Hold	6,907	–	–	0.24%	67
2025 Q2	$349K	Hold	6,907	–	–	0.25%	69
2025 Q1	$347K	Hold	6,907	–	–	0.27%	66
2024 Q4	$344K	Buy	6,907 +567	+9%	+$28.3K	0.25%	65
2024 Q3	$320K	Sell	6,340 -220	-3%	-$11K	0.23%	68
2024 Q2	$323K	Sell	6,560 -529	-7%	-$25.9K	0.27%	63
2024 Q1	$349K	Sell	7,089 -32	-0.4%	-$1.57K	0.31%	61
2023 Q4	$388K	Buy	+7,121	New	+$344K	0.38%	54

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 $4.13B AUM 32.58% 1-Year Est. Return

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

MidAtlantic Capital Management's SLQD Position: Q1 2026 in Review

MidAtlantic Capital Management held its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) position steady in Q1 2026 at 6,907 shares worth $349K. The position accounts for 0.24% of the portfolio, ranked #70.

MidAtlantic Capital Management first reported a position in SLQD in Q4 2023 and has held it in 10 quarters since. The position peaked at $388K in Q4 2023. 243 funds tracked by Wall St. Rank hold SLQD as of Q1 2026.

MidAtlantic Capital Management held 6,907 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $349K as of Q1 2026.
MidAtlantic Capital 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 0.24% of MidAtlantic Capital Management's portfolio in Q1 2026, its #70 holding.
MidAtlantic Capital Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $388K in Q4 2023.
243 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.